Einstein is the portfolio up for review this morning and it is undergoing extensive asset allocation adjustments. The performance of this portfolio is not up to “snuff” as the owner needed cash for tuition. Rebuilding Einstein is now underway so I expect fresh dollars to be added nearly every month. It is much easier to […]
Carson Sector BPI Portfolio Update: 22 September 2005
We begin Fall with an update of the Carson portfolio, the original Sector BPI portfolio. When Consumer Staples dropped into the oversold zone I added more shares of VDC not realizing the Carson already held shares representing this sector. That is why the portfolio has an abundance of this security. This morning I invested the […]
Franklin Sector BPI Portfolio Review: 19 September 2025
Of the 13 portfolios I track here at ITA the three Sector BPI portfolios are the most complicated to manage as they require access to Bullish Percentage Indicator graphs. I use StockCharts for this information. Last Friday the Consumer Staples sector came so close to the 30% bullish signal that I placed orders for VDC […]
Copernicus Portfolio Update: 18 September 2025
The Copernicus has essentially operated as a passive portfolio. Save and invest in broad market equity ETFs has been the philosophy up to this point. With an overvalued stock market what is the next move? I plan to swap SCHD with VYM and continue dollar-cost-averaging into equities. Instead of buying at market or setting […]
Gauss Asset Allocation Portfolio Review: 17 September 2025
Gauss is another asset allocation portfolio that is undergoing a rebalancing process. This morning I sold off some shares of SHV so as to begin to rebuild the equity holdings such as VO, VB, VEA, VWO, and VNQ. See the process below.
Pauling Asset Allocation Portfolio Review: 16 September 2025
Pauling is another “easy to manage” asset allocation portfolio. All asset classes have yet to be fully populated. That should take place over the next three to six months. I am still waiting to see what the FEDs do with interest rates and how tariffs impact the U.S. economy. Here in the Northwest regular gas […]
Bohr Portfolio Review: 15 September 2025
This is going to be a busy two weeks for portfolio updates as ten accounts are schedule for review. This morning it is time to check in on the Bohr portfolio. As readers can see from the pie chart below, the Bohr is holding nearly the entire portfolio in short-term treasuries (SHV). While this is […]
Kepler CEF Portfolio Review: 12 September 2025
As one of the poorest performing portfolios, if not the least productive, it was encouraging to see Kepler turn in the top performance in August. It might be an outlier or the beginnings of a strong future using Closed-End-Funds (CEFs). The Kepler is certainly a portfolio to watch over the next several quarters. Shares of […]
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