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 have been quite impressive and surpass my […]
Franklin Sector BPI Portfolio Review: 30 December 2024
Franklin is the final scheduled portfolio review for 2024. Instead of a Santa Clause rally we appear to merit only lumps of coal. Is the market “girding its loins” for four years of chaos? As I mentioned some time ago, we are likely to see some buying opportunities in the near future. Several limit orders […]
Millikan Sector BPI Portfolio Review: 27 December 2024
We are fast closing out 2024. The year is ending in a whimper as the Santa Claus rally did not materialize. At least not for the ITA portfolios. The Millikan is one Sector BPI portfolio to watch as the Internal Rate of Return (IRR) nearly matches the SPY benchmark IRR. The Millikan currently holds three […]
Kepler Asset Allocation Portfolio: 23 December 2024
Merry Christmas Kepler is the last portfolio to be reviewed before Christmas. This data is accurate as of the 23rd. The owner of this portfolio needed cash during the recent bull market or not the best time to sell assets. Now the portfolio needs to be replenished over the next few years. If the volatility […]
Bohr Asset Allocation Portfolio Review: 20 December 2024
Sending all readers a Merry Christmas. This will be a slow week for blog writing as only Kepler and Millikan are scheduled for reviews. This update of the Bohr portfolio will not show much action other than a limit order was struck to sell shares of VEA. I plan to rebuild VEA, but only if […]
Bullish Percent Indicator Data: 20 December 2024
The waiting is over as the market decline this week pushed two sectors into the oversold zone. In addition to the two recommended purchases there is a third sector on the brink of an oversold condition. In the next screenshot readers will see that the major indexes took a huge hit this week as the […]
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 part of the portfolio is to purchase shares if the remaining cash […]
Pauling Asset Allocation Portfolio Review: 17 December 2024
Dividends and the possibility of the owner adding new money create the opportunity to rebalance Asset Allocation (AA) portfolios. The Pauling is getting there as most of the asset classes are within plus or minus one percentage point (1.0%) of the recommended target. VO and VB are above target, but I don’t plan to sell. […]
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