Pauling is an asset allocation portfolio that is undergoing a few reallocation moves in order to improve performance while taking action to prepare for a market correction. The current low beta of 0.273 is an indicator as to how serious this portfolio is when the U.S. Equities market is at or near an all-time high. […]
Archives for April 2026
Portfolio Hedge: 20 April 2026
With last months hedge position expiring with a small $314 profit last Friday I need to make a decision as to whether to continue to hedge my portfolios or to leave them unhedged – since last month’s hedge turned out to be unnecessary as US Equity markets surged over 12% higher in the past 3 […]
Einstein Asset Allocation Portfolio Review: 20 April 2026
Einstein is a basic asset allocation portfolio that is diversified all over the globe. VTI and RSP cover U.S. Equities while VEA and VWO are the international ETF exposures. This is one of several portfolios owned by an individual who has been providing educational support and those tuition withdrawals seem to come at times when […]
Dirac 2026 Portfolio Review: 17 April 2026
It was a bullish week in the US Equity Markets with the SPX (S&P 500 Index) gaining 4.6% on the week. There was also some sector rotation that required adjustments to the Dirac portfolio in an attempt to stay ahead of the broader market. Checking the analysis sheet at the end of the week the […]
Darwin 2026 Portfolio Review: 17 April 2026
It was another bullish week in US Equities with the SPX (S&P 500 Index) breaking strongly through the 7000 resistance level to new all-time highs:
Schrodinger Portfolio Update: 17 April 2026
Time once more to update the Schrodinger, a truly passive portfolio as the owner does nothing except add cash to the account. As the market moves higher the Schwab computers are standing pat and not purchasing additional shares despite increasing the level of cash. Schrodinger Security Holdings Below are the current holdings in this Robo […]
Franklin Sector BPI Portfolio Review: 14 April 2026
Franklin is the Sector Bullish Percent Portfolio scheduled for a review this morning. This is one of three portfolio using the Sector BPI investing model. New readers to the ITA blog may find this management style of interest as it is showing to be an effective investing model. The basic idea behind the Sector BPI […]
Darwin 2026 Portfolio Review: 10 April 2026
It was an eventful week for investors as they reacted to news on events as they developed in the Middle East. US Equities, as represented by SPX (S&P 500 Index), gapped up on Wednesday to test the 6800 level that had been previous support before the recent pullback – this on the belief/hope that there […]
You must be logged in to post a comment.