Just as Hedgehunter is making a few portfolio changes, 2025 is a year for a few changes in several ITA portfolios. Those that will remain unchanged, at least for now, are: Copernicus, Schrodinger, and Carson. Each of these three portfolios uses a different investing model. Copernicus: Invest only in U.S. Equities. Focus on VOO as […]
Archives for 2025
Darwin Portfolio Review: 3 January 2025
I do not post a review of the Darwin Portfolio very often because I rarely adjust it and it behaves, for the most part, like a Buy-And-Hold Portfolio. The Portfolio holds a handful of ETFs covering different market segments to provide diversification and reduce overall portfolio volatility. Asset allocation is determined by applying the principles […]
Bethe Asset Allocation Update: 6 January 2024
Bethe is the Asset Allocation portfolio up for review this morning. The last five weeks have not been what we wish for in portfolio performance and the weakness is showing up in this update of the Bethe. Unrest in the energy sector continues to keep the stock market off balance. Despite fourth quarter dividends 2024 […]
Rutherford Portfolio Review (Part 1 – Darwin): 3 January 2025
Although this post is titled “Rutherford Portfolio Review” it is not really a review of the portfolio that I have reported on in the past as I have (officially) closed that portfolio down in order to document how it is possible to manage relatively simple diversified portfolios in different ways. The appeal of a portfolio […]
Huygens Asset Allocation Portfolio Review: 3 January 2025
Huygens is another Asset Allocation portfolio that was launched in April of 2024. In a few months we will have one year of data which will begin to provide some clues as to how well this particular array of assets perform. If 2025 turns out to be as volatile as I anticipate, the coming months […]
Schrodinger Portfolio Review: 2 January 2025
While this Schrodinger post is going up on January 2nd, the data is accurate as of 31 December 2024. The overall performance is quite strong despite the four percentage point loss in December. This post of the Schrodinger marks the three-year point of data collection. Overall, the results have been quite impressive and surpass my […]
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