This morning the easiest portfolio to manage is up for review. Updating the Schrodinger, a Robo Advisor portfolio, is trivial as no buy-hold-sell decisions are required as this is all done by computer algorithms. The Schrodinger was set up seven years ago to answer the question: Who Will Manage the Family Portfolio When I Die? […]
Franklin Sector BPI Portfolio: 24 July 2024
Franklin is one of five Sector BPI portfolios monitored here at ITA Wealth Management. The other four are: Carson, Gauss, McClintock, and Millikan. To reduce my workload I moved several Sector BPI portfolios over to the Asset Allocation model. No sectors are currently in the Buy zone. The lone sector holding, VDC, is not overbought […]
Huygens Asset Allocation Portfolio Review: 19 July 2024
Back in April I moved the Huygens over to an Asset Allocation management style. Several other portfolios will follow this trend as I am setting portfolios up for minimum trades with even fewer sell transactions. This will reduce taxes in taxable accounts. Huygens is currently overloaded with VTI and VOO. I’m reluctant to sell these […]
Bohr Portfolio Review: 19 July 2024
Over the next few months the Bohr will follow the management style of the Huygens and Pauling portfolios. There will be slight differences in the percentage allocated to different asset classes, but the asset allocation model will be followed. The owner of the Bohr will need a significant percentage of this portfolio over the next […]
Bethe Sector BPI Portfolio Review: 5 July 2024
The big decision facing the Bethe is what to do with nearly half the portfolio resting in cash. It looks like this is not a summer to “Sell in May and go play.” Over the last few days shares of VTI and VOO were added to the Bethe. It goes against the grain to purchase […]
Millikan Sector BPI Portfolio Review: 3 July 2024
One of the better performing Sector BPI portfolios is the Millikan even though it has only been using the model for 19 months. We are beginning to build a historical data base we can use to move forward with the model. Some of this evidence is provided in the following analysis. The latest check of […]
Pauling Asset Allocation Portfolio Review: 2 July 2024
Pauling is one of three asset allocation portfolios I watch over here at ITA. The other two are the Schrodinger and the Huygens. Pauling and Huygens are new to this model as each has only been operational for three months. Asset Allocation as an investment model has a long history as most portfolios are constructed […]
Gauss Sector BPI Portfolio Review: 2 July 2024
Gauss kicks off the first Sector BPI portfolio in July. The latest BPI data is not recommending any changes that influence current sector holdings in the Gauss. With 41% of the portfolio in cash some decisions are required. Follow along as I walk through the analysis.
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