Kepler is a small struggling portfolio that was recently moved over to the Asset Allocation investing model. The portfolio is beginning to come into balance as the ETFs are moving closer to the target percentages. Most of the equity asset classes are above target. Infusion of new cash and dividends will be used to build […]
Bethe Asset Allocation Portfolio Review: 25 February 2025
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 classes such as BND, BNDX, and SHV are the dividend paying ETFs I am […]
Copernicus Portfolio Review: 24 February 2025
Copernicus is a high performing passive portfolio designed for investors with 15 or more years of future savings. The basic idea of the Copernicus is to save as much as you can as early as you can (Golden Rule of Investing) and never sell unless there is a dire emergency. There are variations to the […]
Huygens Asset Allocation Portfolio Review: 21 February 2025
By the end of the week portfolios last updated back in January will at least have information as current as February. Huygens is such a portfolio as it has been weeks since the last review. Huygens is an asset allocation portfolio that is slowly coming into balance. I plan to focus on bringing monthly dividend […]
Pauling Asset Allocation Portfolio: 21 February 2025
Pauling is an Asset Allocation portfolio holding a wide variety of ETFs designed to cover the globe. A sizable percentage of the portfolio is allocated to international markets, something not emphasized within a number of other ITA portfolios. Diversification is one of the key ingredients of this portfolio.
McClintock Sector BPI Portfolio Review: 20 February 2025
McClintock is one of three Sector BPI portfolio tracked here on the ITA blog. Based on the latest Bullish Percent Indicator data there are no new recommendations. None of the sectors held in the McClintock are overbought and there are no oversold sectors. Therefore we will continue to hold Materials, Energy, and Real Estate. After […]
Gauss Asset Allocation Portfolio Review: 19 February 2025
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 moving toward a very low beta value. There […]
Millikan Asset Allocation Portfolio Review: 18 February 2025
Millikan is the asset allocation portfolio scheduled for review this morning. This is a simplified version of other asset allocation portfolios in that the Millikan is using only six ETFs. With the Millikan there is less emphasis on equities. Bonds and treasuries make up a higher percentage of this portfolio, thus reducing the beta. The […]
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