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Kepler Asset Allocation Portfolio Review: 26 February 2025

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Kepler is a small struggling portfolio that was recently moved over to the Asset Allocation investing model.  The portfolio is beginning to come into balance as the ETFs are moving closer to the target percentages.  Most of the equity asset classes are above target.  Infusion of new cash and dividends will be used to build […]

Copernicus Portfolio Review: 24 February 2025

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Copernicus is a high performing passive portfolio designed for investors with 15 or more years of future savings.  The basic idea of the Copernicus is to save as much as you can as early as you can (Golden Rule of Investing) and never sell unless there is a dire emergency. There are variations to the […]

Rutherford-Darwin Portfolio Review: 21 February 2025

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After hitting new all-time highs on Wednesday, US Equities collapsed on Friday with prices now sitting on the lower boundary of the longer-term uptrend channel: Thus, we remain in the choppy sideways consolidation range that we have been in for the past 3 months. Now we might ask whether Wednesday’s high was a triple top […]

Huygens Asset Allocation Portfolio Review: 21 February 2025

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By the end of the week portfolios last updated back in January will at least have information as current as February.  Huygens is such a portfolio as it has been weeks since the last review.  Huygens is an asset allocation portfolio that is slowly coming into balance. I plan to focus on bringing monthly dividend […]

Pauling Asset Allocation Portfolio: 21 February 2025

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Pauling is an Asset Allocation portfolio holding a wide variety of ETFs designed to cover the globe.  A sizable percentage of the portfolio is allocated to international markets, something not emphasized within a number of other ITA portfolios.  Diversification is one of the key ingredients of this portfolio.

McClintock Sector BPI Portfolio Review: 20 February 2025

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McClintock is one of three Sector BPI portfolio tracked here on the ITA blog.  Based on the latest Bullish Percent Indicator data there are no new recommendations.  None of the sectors held in the McClintock are overbought and there are no oversold sectors.  Therefore we will continue to hold Materials, Energy, and Real Estate.  After […]

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