This is a quick update of the Copernicus, an equity only portfolio. The strategy of the Copernicus is designed for the young investor who has a long-term view of the U.S. Equities market. Add money when available and use that cash to purchase shares of ESGV or VTI. Avoid selling. Only add to existing shares and let the market run. Copernicus Security Recommendation The only reason for … [Read More...]
Copernicus Portfolio Update: 14 May 2022
This is a quick update of the Copernicus, an equity only portfolio. The strategy of the Copernicus is designed for the young investor who has a long-term view of the U.S. Equities market. Add money when available and use that cash to purchase … [Read more]
Rutherford Portfolio Review (Tranche 1): 13 May 2022
It was another losing week in the US equity markets with the S&P 500 closing the week ~2.4% lower: We broke below the 400 level briefly at the beginning of the week but closed the week essentially sitting right on this potential support level. … [Read more]
McClintock Portfolio Review: 13 May 2022
McClintock is one of four Dual Momentum™ portfolios tracked at ITA. This investing model is designed to protect capital. How well is this portfolio meeting this goal. While the Schrodinger lost approximately 6.0% in April, the McClintock decline … [Read more]
Schrodinger Portfolio Review: 13 May 2022
The Schrodinger is the Robo Advisor or computer managed portfolio. Schwab calls it an intelligent portfolio. This period of market volatility is an excellent test to see how this Buy-Hold-Rebalance portfolio is performing compared to other … [Read more]
Rutherford Portfolio Review (Tranche 5): 6 May 2022
An unusually wide range week in US equities with the SPX trading in a 4050-4300 point (6%) range - but, at the end of the week, we closed down only ~0.25% from last week's close: Nevertheless, we are still in the downtrend channel that I drew ~1 … [Read more]
Hawking Portfolio Review – 3 May 2022
The Hawking Portfolio is an income generating portfolio of CEFs and requires very little management other than to re-invest the dividends in underweight funds so as to promote geometric growth. Dividend distributions for April are now in and the … [Read more]
Kahneman-Tversky Portfolio Review: 29 April 2022
The Kahneman-Tversky is a Dual Momentum (DM) portfolio that is split into two portions - one using a long look-back (slow) period and one using a shorter term (fast) look-back periods to measure momentum. Performance over the past 16 months looks … [Read more]
Rutherford Portfolio Review (Tranche 4): 29 April 2022
The 420 price level has been a strong and significant support level for SPY (representing US Equity markets) a number of times in the first four months of 2022: However, after an attempted bounce on Thursday, SPY sold off on Friday afternoon to … [Read more]
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