It has been a month since I last posted portfolio performance data. Since early April all the portfolios improved slightly, but still retain the effects of a poor equities market in 2022. The launch date of 1/2/2022 is selected so as to incorporate the newest portfolios. Even so, the development of the Sector BPI Plus […]
Archives for May 2023
Rutherford Portfolio Review (Tranche 2): 5 May 2023
It was another relatively uneventful week in US Equities with the SPX (S&P 500 Index) continuing to bang it’s head against resistance at ~4150 and closing down slightly from last week’s close: It is still not clear where we go from here but volatility has picked up over the past 2 weeks so we may […]
Schrodinger Portfolio Review: 4 May 2023
It is rare for the Schwab computer to rebalance the Schrodinger portfolio, but that is exactly what happened last month. Go to this link and toggle back and forth between this morning’s investment quiver and last month to see the difference. The three new additions are: PRF, PRFZ, and PXF. Only one share of each […]
Copernicus Portfolio Review: 3 May 2023
Based on yesterday’s market decline, today seemed like a good time to check in on the Copernicus as this portfolio is constructed only of U.S. Equities. The philosophy behind the Copernicus is to save and invest. Never sell unless there is an emergency. How is this portfolio performing on a return and risk basis? When […]
Carson Sector BPI Plus Portfolio Review: 1 May 2023
Other than this being the first day of the month, this review or update of the Carson is an interesting one as Discretionary (VCR) was sufficiently close to a sale that I purged the Carson of this ETF. Telecom is still oversold so I added more shares of VOX and have limit orders to purchase […]
McClintock Dual Momentum Portfolio Review: 1 May 2023
McClintock is one of two Dual Momentum™ portfolios tracked here at ITA. Both DM portfolios (McClintock and Pauling) are under close observation due to declining performance as readers will see in a moment. Dual Momentum™ is an investing model based on two momentum principles, Absolute and Relative. Three basic asset classes are involved and they […]
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