Warning: This post is likely of no direct interest to most readers of this Blog - it is written for education and interest only, and outlines one of the potential advantages of using Options for portfolio insurance. These are nervous times and we should be concerned about … [Read More...]
Portfolio Hedging
Warning: This post is likely of no direct interest to most readers of this Blog - it is written for education and interest only, and outlines one of the potential advantages of using Options for portfolio insurance. These are nervous times and we … [Read more]
Copernicus Portfolio Review: 11 March 2026
Copernicus is the equity portfolio scheduled for review this morning. Based on an over priced U.S. stock market I shifted the emphasis slightly, moving from the S&P 500 (VOO) over to several dividend oriented ETFs. Below you see a significant … [Read more]
Gauss Portfolio Review: 5 March 2026
Gauss is the portfolio up for review today. The owner of this portfolio is not contributing significant amounts of cash each month so the re-balancing will need to come from dividends and interest income. Gauss is a very conservative portfolio as … [Read more]
Pauling Portfolio Review: 3 March 2026
Pauling is an asset allocation portfolio that is slowly working out of a performance deficit. Over the past few months I have been reworking the asset allocation mix and that work is not quite complete as readers will see in one of the following … [Read more]
Carson Portfolio Review: 26 February 2026
Rachel Carson is the portfolio up for review this morning. As the oldest Sector BPI portfolio I look to this one to see if the sector hypothesis is working out according to plan. Thus far the data is quite positive as readers and followers of the … [Read more]
Schrodinger Portfolio Update: 24 February 2026
We begin the last week of February with an update of the Schrodinger, the single Robo Advisor portfolio tracked here on the ITA blog. The Schrodinger has been operating for approximately 8.5 years. I use a start date of 12/31/2021 in order to … [Read more]
Franklin Sector BPI Portfolio Update: 20 February 2026
Franklin is nearly 40 months old and still thriving as one of three Sector BPI portfolios. Named after Rosalind Franklin, this portfolio is holding its own when compared to any of the six Internal Rate of Return (IRR) benchmarks and the Jensen … [Read more]
Bohr Portfolio Review: 18 February 2026
While the Bohr portfolio is an Asset Allocation style portfolio, the emphasis is more on generating income than focusing on growth. As a result the Bohr is not one of the better performing portfolio when compared to any of the six benchmarks I track … [Read more]
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