The big decision facing the Bethe is what to do with nearly half the portfolio resting in cash. It looks like this is not a summer to “Sell in May and go play.” Over the last few days shares of VTI and VOO were added to the Bethe. It goes against the grain to purchase […]
Archives for 2024
Kahneman-Tversky Portfolio Review: 3 July, 2024
Last month I switched my position in the faster moving Tversky portion of this Dual Momentum portfolio to International equities (VEU) from US equities (VTI). This proved to be a poor move since VTI has outperformed VEU over the past month and, as we will see below the recommendation is now to move back into […]
Millikan Sector BPI Portfolio Review: 3 July 2024
One of the better performing Sector BPI portfolios is the Millikan even though it has only been using the model for 19 months. We are beginning to build a historical data base we can use to move forward with the model. Some of this evidence is provided in the following analysis. The latest check of […]
Pauling Asset Allocation Portfolio Review: 2 July 2024
Pauling is one of three asset allocation portfolios I watch over here at ITA. The other two are the Schrodinger and the Huygens. Pauling and Huygens are new to this model as each has only been operational for three months. Asset Allocation as an investment model has a long history as most portfolios are constructed […]
Gauss Sector BPI Portfolio Review: 2 July 2024
Gauss kicks off the first Sector BPI portfolio in July. The latest BPI data is not recommending any changes that influence current sector holdings in the Gauss. With 41% of the portfolio in cash some decisions are required. Follow along as I walk through the analysis.
Copernicus Equity Only Portfolio Update: 1 July 2024
Copernicus is a U.S. Equity only portfolio. In other words, the only investments are U.S. Equity ETFs. As such the Copernicus is nearly guaranteed to outperform the S&P 500 if two conditions are met. 1) The market is higher when the performance calculation is conducted. 2) The portfolio does not carry too much cash. How […]
Rutherford Portfolio Review (Tranche 1): 28 June 2024
US equities, as measured by the performance of the S&P 500 Index (SPX), closed the week slightly lower than last week’s close after consolidating sideways for most of the week and battling with the 5500 resistance level. Markets were weak on Friday as investors absorbed the potential impact of Thursday’s presidential debate: Although the SPX […]
Schrodinger Intelligent Portfolio Update: 28 June 2024
Saturday is not a normal day for me to update a portfolio as I prefer to buy and sell securities, if the analysis calls for a change, when the market is open. That is not the case with the Schrodinger as I don’t make the management decisions. Buy and sell decisions are determined by computer […]
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