This interim update is to clue readers in on a few changes I made in the investment quiver and where the portfolio is after one day of trading. Numerous limit orders are still in place to purchase more shares for nearly all the asset classes. One not so obvious change is the weighting given to […]
Archives for 2024
Pauling II Asset Allocation Portfolio Launch: 1 April 2024
“A major part of any investment plan is portfolio asset allocation.” – Richard A. Ferri Welcome to the Pauling II Asset Allocation portfolio. Expanding on the Tentative Asset Allocation model, the Pauling II will use fifteen (15) asset classes, recognizing there will be some overlap between VTI, VOO, VO, VB, and QQQ. Expanding from 10 […]
Rutherford Portfolio Review (Tranche 4): 28 March 2024
US Markets started the week slowly with a small pullback at the beginning of the week but finished the holiday-shortened week with a recovery and closing about 0.25% higher than last week’s close: However, we are still hovering at that 5200-5220 level that is providing some resistance to possible moves higher – at least in […]
Tentative Asset Allocation Model
Asset Allocation is a popular investing model when it comes to constructing a portfolio. What asset classes to include and what percentage of each asset is open for debate and discussion. In the follow example, titled ITA-AA, I’ve selected ten asset classes that come from two sources, Mebane Faber and David Swensen. As readers can […]
Bullish Percent Indicators: 29 March 2024
Just as one sunny day does not constitute a summer, nor does one strong market day speak well for an entire week. Not all indexes and sectors of the market moved up this week as one might have anticipated. Two of the seven indexes reverted to the bearish side of the equation as did two […]
Copernicus Portfolio Review: 29 March 2024
Passive investing is the name of the game with the Copernicus portfolio. The philosophy of the Copernicus is to purchase U.S. Equity ETFs when cash is available and to never sell unless there is an emergency. One major advantage to a no-sell model is that it has definite tax benefits. Copernicus Security Holdings Below is […]
Kepler Sector BPI Portfolio Review: 26 March 2024
Kepler is another Sector BPI portfolio once managed using a Relative Momentum model. When the performance lagged I finally made the switch to the Sector BPI model. To see how this move is working out be sure to check on the very last screenshot of this blog post. If you signed up as a Guest, […]
Millikan Sector BPI Portfolio: 25 March 2024
Millikan is the Sector BPI portfolio up for review this morning. Earlier I checked the sector BPI percentages to see if either Staples or Utilities moving into either the oversold or overbought zone. No moves requiring any decisions showed up this morning. Of the three basic investing models I’m using with the ITA portfolios, the […]
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