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Archives for 2023

Rutherford Portfolio Review (Tranche 2): 22 December 2023

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It was a bit of a rocky week for US equities with a scary drop in prices on Wednesday and poor liquidity as investors/traders focussed on the holidays. However the SPX (S&P 500 Index) still managed to close up close to 1% from last week’s close and now sits at about the same level that […]

Sector BPI Investing: Bethe Portfolio Review: 20 December 2023

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Welcome to the Winter Solstice.  Christmas is soon here and 2024 to follow.  November was an outstanding month for equities and December should also end on a positive note.  This review of the Bethe Portfolio reflects these good times for U.S. stocks.  There is one major change for those using the Sector BPI model.  Communication […]

Intelligent Portfolio: Schrodinger Portfolio Update: 20 December 2023

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Schwab’s Intelligent Portfolio, the Schrodinger, is up for review today.  This portfolio was launched a number of years ago to answer the question, “Who Will Manage the Family Portfolio When I Die?”  Of the three portfolio investment strategies tracked here at ITA Wealth Management, the Schrodinger is by far the easiest to manage.  All one […]

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Portfolios coming up for review.  Franklin, Einstein, Bohr, and Schrodinger are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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