Kepler is one of the poorest performing portfolios tracked here at ITA. Hence, a major shift in the asset allocation. In preparation for the anticipated recession (or worse} I am revamping the asset allocation. Simplification is the direction I am moving with the Kepler. For the foreseeable future the portfolio will primarily be populated by […]
Archives for 2025
Darwin Portfolio Review: 14 November 2025
It was a fairly uneventful week in the US equity markets with the SPX (S&P 500 Index) still in a consolidation mode in the 6600-6900 zone and closing essentially unchanged on the week:
Copernicus Portfolio Review: 14 November 2025
As you move through this update of the Copernicus, don’t neglect to listen to the video linked at the bottom of the page. There are other YouTube videos also explaining the seven stages that align before a major market draw-down. Since the Copernicus is an equity only portfolio, how should one prepare this account for […]
Pauling Portfolio Review: 13 November 2025
Pauling is one of several portfolios recently converted to the Asset Allocation management model. While the assets may vary slightly from portfolio to portfolio, the general management model is the same. Select Exchange Traded Funds (ETFs) that represent different asset classes, set target percentages, and then follow the Kipling recommendations as to when to Buy […]
McClintock Sector BPI Portfolio Review: 11 November 2025
The McClintock is positioned much the same as it was last month. Materials and Consumer Staples are the sectors of interest. Several other sectors dipped into the 30% bullish zone and I set some limit orders to purchase one-half the target percentage or one-half the recommended shares when a Buy is triggered. These limit orders […]
Einstein Asset Allocation Portfolio Review: 10 November 2025
No immediate changes are recommended for the Einstein as there are no Buy recommendations. Available cash is invested in short-term treasuries or SHV.
Darwin Portfolio Review: 7 November 2025
US equities lost a little ground this week with the SPX (S&P 500 Index) closing ~2% lower than last week’s close:
Gauss Asset Allocation Portfolio Review: 7 November 2025
Gauss is another portfolio using the Asset Allocation Model of investing. This has been a brutal week for U.S. Equities as the S&P 500 is down another one percentage point as I write this blog. We may be near the beginning of a market correction if not worse. I thought the correction (down at least […]
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