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Einstein Portfolio Review: 6 October 2023

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The Einstein portfolio is one of five Relative Strength portfolios tracked here at ITA.  There are some differences in the settings of the different portfolios which influence decisions.  For example, with the Einstein I am taking the long view in that the look-back period is longer and the investing model is the LRPC.  Fewer trades […]

Pauling Portfolio Review: 5 October 2023

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Pauling is the portfolio scheduled for review this morning and it is one of the poorest performing accounts tracked here at ITA.  Last spring or summer I altered the investing model.  To see if the change is having an impact on the return/risk ratio, pay special attention to the Jensen Performance Index and the Information […]

Which Assets Should I Consider Holding and What System Should I Use to Manage my Portfolio?

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Which Assets Should I Consider Holding and What System Should I Use to Manage my Portfolio? These are questions that all investors will ask. The answers are not simple or straightforward and will depend on our goals, objectives, tolerance for risk and even prejudices. Let’s start by looking at assets that we might hold – […]

Rutherford Portfolio Review (Tranche 2): 29 September 2023

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Last week US equities closed at ~4320 and sitting at the top of a potential support zone (4150-4300). The question was whether we would see support at this level (and a bounce) or whether we would see a continuation of the short-term downtrend that we have been in for the past couple of months. The […]

Bullish Percent Indicators: 29 September 2023

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There are no surprises this week in the world of Bullish Percent Indicators.  With the U.S. Government about to “close” investors need to be prepared for a rocky October.  Sane minds will eventually prevail, but until voters penalize childish behavior significant elements of our society will continue to suffer. Earlier this week I pointed out […]

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