Huygens is the income oriented portfolio up for review this morning. Since dividends play such an important role in this style portfolio, it is best to use this approach with tax deferred accounts.
Pauling Dual Momentum Portfolio Review: 18 May 2023
In contrast to the Copernicus the Pauling Dual Momentum™ portfolio requires a little more work to manage. Since decisions are required there is a greater probability of messing up the portfolio, thus reducing returns. Is the model weak or are lack of results due to a incompetent manager? That is the question.
Copernicus Buy & Hold Portfolio Review: 18 May 2023
Copernicus is the only Buy & Hold portfolio managed here on the ITA blog site. Diversification comes from holding hundreds of companies in the United States. If one prefers to further diversify this portfolio one would add International Equities (VEU) to the options available for purchase. Thus far the Copernicus has performed very well and […]
Gauss Sector BPI Portfolio Review: 17 May 2023
Gauss is the Sector BPI portfolio I am moving forward for a review in preparation should the U.S. default on its debt. While there is progress, a clean debt limit increase seems unlikely. In this review of the Gauss I’ll explain a few minor changes or refinements I’m making to the management style.
Millikan Sector BPI Portfolio Review: 17 May 2023
Millikan is another Sector BPI Plus portfolio in review as I’m working my way though all the portfolios before the first of June. In these latest updates I’m attempting to set each portfolio up to weather the possibility of a default on the national debt.
Kepler Review: 16 May 2023
Kepler is one of two Relative Strength portfolio tracked here at ITA. The other is the Einstein. Kepler currently holds considerable cash and with the imminent debt default close at hand I want to reduce portfolio risk. In this analysis I’ll walk through my thinking as ways to show how readers might do the same […]
Testing the Sector BPI Investing Model: Carson Update – 15 May 2023
Carson is one of four Sector BPI Plus portfolios and is the oldest among this management style. Each review we add a bit more historical data to this unique management model. In the following analysis I attempt to explain clearly how the Sector BPI model works. If there are any questions or comments, drop them […]
McClintock Portfolio Review: 13 May 2023
McClintock, one of two Dual Momentum™ portfolios remains under close scrutiny. I’m paying close attention to return vs. benchmark and what kind of risk is involved to achieve the return. I assume most readers are familiar with the DM investing model as it has been around for a number of years. Dual Momentum™ is one […]
- « Previous Page
- 1
- …
- 93
- 94
- 95
- 96
- 97
- …
- 141
- Next Page »
You must be logged in to post a comment.