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You are here: Home / Archives for 2025

Archives for 2025

Rutherford-Darwin Portfolio Review: 28 February 2025

March 2, 2025 By hedgehunter Leave a Comment

It was another volatile week in the US Equity markets with the bears beating the bulls by ~1%: with Friday’s bounce off the ~5840-5880 zone that is providing strong support we are back into the sideways consolidation channel that we have been in for the

Filed Under: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Rutherford Portfolio

Bethe Asset Allocation Portfolio Review: 25 February 2025

February 25, 2025 By Lowell Herr 2 Comments

Bethe is a rather new Asset Allocation portfolio and as such has a long way to go before the various asset classes are in balance.  Asset classes that are far above their target percentages are for sale while lower volatility asset

Filed Under: Bethe Portfolio, Asset Allocation, Passive vs. Active Tagged With: Bethe Portfolio

Rutherford-Darwin Portfolio Review: 21 February 2025

February 24, 2025 By hedgehunter Leave a Comment

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

Filed Under: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Rutherford Portfolio

Gauss Asset Allocation Portfolio Review: 19 February 2025

February 19, 2025 By Lowell Herr Leave a Comment

Gauss is one of the portfolios converted from the Sector BPI investing model over to a simplified Asset Allocation investing model.  This will reduce workload as well as shift investments toward a more conservative asset allocation.  As with the Millikan portfolio, update posted yesterday, the Gauss is

Filed Under: Gauss Portfolio, Asset Allocation, Passive vs. Active, Portfolio Management Tagged With: Gauss Portfolio

Rutherford-Darwin Portfolio Review: 14 February 2025

February 16, 2025 By hedgehunter 7 Comments

It was another week of choppy sideways movement in US equities although the SPX did close higher by ~1.5% and close to the all-time highs that have been providing strong resistance over the past 3 months: However, we remain well within the bullish uptrend channel so

Filed Under: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Rutherford Portfolio

Carson Sector BPI Portfolio Review: 14 February 2025

February 14, 2025 By Lowell Herr 1 Comment

Happy Valentine’s Day Today marks the 17th anniversary of the ITA Wealth Management blog.  Posts do not go back to 2008 as the site was hacked around 2013 by a Swedish hacker causing the loss of over 1000

Filed Under: Carson Portfolio, Portfolio Management, Sector BPI Tagged With: Carson Portfolio, Sector BPI

Kepler Portfolio Review: 13 February 2025

February 13, 2025 By Lowell Herr Leave a Comment

Kepler is the small portfolio up for review this morning.  The owner is rebuilding this portfolio as it looks like all educational expenses are in the rear view mirror.  As readers will see in the following update, this portfolio is finally coming

Filed Under: Kepler Portfolio, Asset Allocation, Passive vs. Active, Portfolio Management Tagged With: Asset Allocation, Kepler Portfolio

Rutherford-Darwin Portfolio Review: 7 February 2025

February 9, 2025 By hedgehunter Leave a Comment

Another rather volatile week in US equity markets with no clear indication of a short-term trend: ….. although we remain in the longer term uptrend channel that started last May. We have now been churning sideways for the past 3 months. US equities

Filed Under: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Rutherford Portfolio

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Portfolios coming up for review.  Kepler, Bethe, Einstein, and Gauss are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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