Pauling is one of numerous Asset Allocation (AA) portfolios. I moved several portfolios over to this model due to the outstanding performance of the Schrodinger, a computer managed AA portfolio. I am also returning to the root of my investing instincts. As a summary, here are the basic investing models I am using here at […]
Archives for August 2024
Carson Sector BPI Portfolio Review: 29 August 2024
The oldest Sector BPI portfolio is up for review this morning. Carson is the best test of this unique investing model and there were changes this week as Technology (VGT) hit the 3% limit and was sold out of the portfolio. It was only a short time ago that Technology dipped into the oversold zone […]
Schrodinger Portfolio Review: 26 August 2024
Schrodinger is the lone Robo Advisor portfolio or what Schwab calls, an Intelligent Portfolio. In this review I will go over the current holdings, performance data, and risks involved. ITA readers know that I advocate both security diversification as well as portfolio diversification. In my opinion, every family should hold an Intelligent Portfolio. If the […]
Rutherford Portfolio Review (Tranche 1): 23 August 2024
It has been a wild month in the US Equity markets with significant volatility – but we are currently back near the all-time highs that we saw in July: The range that we have seen in in the last few weeks extends far outside the “normal” 2 Standard Deviation range (indicating significant nervousness in the […]
Bullish Percent Indicators: 23 August 2024
Several weeks passed since I last posted any Bullish Percent Indicator (BPI) data. No recommendations were forthcoming so it was not necessary to fill up the blog with useless data. That changed this week as several sectors moved into the overbought zone requiring some attention to Sector BPI portfolios. Friday’s market brought another change in […]
Huygens Asset Allocation Portfolio Review: 23 August 2024
Huygens is the Asset Allocation portfolio up for review this morning. While the Huygens is rounding into shape or the various assets are moving toward the recommended balance positions, major price changes, as we have seen over the last week, makes it difficult to keep the asset classes in balance. Later in this blog I’ll […]
Copernicus Portfolio Update: 22 August 2024
Copernicus is the portfolio scheduled for review this morning. This is one of the easiest portfolios to update as there is nearly nothing to do other than save and invest in U.S. Equities. The Copernicus is designed for young investors or someone who has at least 10 years of investing ahead. A retiree might use […]
Franklin Sector BPI Portfolio Review: 20 August 2024
Before updating the Franklin I checked the Bullish Percent Indicator (BPI) data to see if any sectors moved into the overbought zone as a result of the recent market performance. The two sectors in the overbought zone are Utilities and Real Estate. I don’t hold securities in either sector so no changes are required at […]
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