Gauss is not scheduled for a review until later this month, but since I am shifting this account from a Sector BPI investing model over to a simplified Asset Allocation investing model, I need to get started on the rebalancing process. The following analysis will walk readers
Bethe Portfolio Review: 4 February 2025
With chaos emerging from the “Dunning-Kruger Administration” every day, what should investors be doing with their retirement accounts? A reasonable question. If you are young and are taking the long view, root for the market to decline so you can purchase shares at lower prices.
Franklin Portfolio Review: 31 January 2025
Franklin is the Sector BPI portfolio up for review this last day of January. Of the portfolios I track here on the ITA investment blog, the Sector BPI investing model requires the most attention to details. Even so, it is a rather simple investing approach to
Pauling Asset Allocation Portfolio Review: 22 January 2025
Asset Allocation is a long-standing portfolio management model. What sets such portfolios apart is the choice of assets used to populate the portfolio. Readers will find the Pauling is well diversified across many different asset classes giving exposure to different size stocks, international equities as well as
Copernicus Portfolio Review: 21 January 2025
“An investment in knowledge pays the best interest.” – Benjamin Franklin Copernicus is one of the easiest portfolios to manage as all one does is invest available cash in U.S. Equities. Never sell unless there is an absolute emergency. If one were to simplify the Copernicus I would
2025: A Year To Simplify
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
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
Copernicus Portfolio Review: 19 December 2024
Keep it simple is the philosophy of the Copernicus portfolio. Invest only in U.S. Equities such as VOO and VTI and never sell unless there is an emergency. Keep cash levels low and expenses to a minimum. One reason for including ESGV as
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