Huygens is the classic asset allocation portfolio. While the selection of asset classes will vary from portfolio to portfolio, as will the percentages allocated to each class, the principle of diversification is a long-standing model for portfolio management. Late last year I reworked the asset allocations for the Huygens. The goal is to provide growth […]
Darwin 2026 Portfolio Review: 30 January 2026
After hitting new all-time highs on Wednesday, US Equities pulled back at the end of the week to close ~0.4% higher than last week’s close: After breaking briefly through the strong ~6950 area, the SPX (S&P 500 Index) is now sitting at the lower boundary of the bullish uptrend channel that started in April 2025 […]
Dirac 2026 Portfolio Review: 30 January 2026
The Dirac Portfolio is currently holding positions in seven of the ten sector ETFs in the portfolio quiver, but the allocations are not equally weighted as per my rules/objectives for this portfolio. Checking the analysis sheet we see the following picture:
Einstein Portfolio Update: 30 January 2026
Einstein is the portfolio scheduled for review this morning. The asset allocation mix is set so from this point going forward all that is required is to keep the various asset classes as close to the target percentage as possible. The goal is to keep each asset class (ETF) within one percentage point, but could […]
Schrodinger Portfolio Review: 29 January 2026
The question, “Who will manage the family portfolio when I die?” gave rise to research into Robo Advisor services. I looked into numerous services several years ago and actually invested money with several brokers to test their services. Performance and cost were the two primary criteria when researching Robo Advisor options. I finally settled on […]
Franklin Sector BPI Update: 28 January 2026
As with the Carson reviewed earlier this week, no changes are in store for the Franklin Sector BPI portfolio. No sectors are in the oversold zone as we continue this bull market move. Sectors in the overbought zone (70% bullish and higher) have Trailing Stop Loss Orders in place or are not part of the […]
Millikan Portfolio Review: 27 January 2026
The Millikan is one of several asset allocation driven portfolios set up to handle a mild recession. This portfolio is not as conservative as a few others managed here at Investment Trend Analysis (ITA). In the second screenshot readers can see the three-year average volatility. I’ll point out the specific column in a moment. Millikan […]
Carson Sector BPI Portfolio Review: 26 January 2026
Bullish Percent Indicator data as of last Friday called for no changes for those managing Sector BPI portfolios. Carson is a Sector BPI portfolio and the oldest one managed here at ITA. Consumer Discretionary (VCR) was sold out of the Carson as the Trailing Stop Loss Order (TSLO) was struck when the market dipped a […]
Darwin 2026 Portfolio Review: 23 January 2026
US Equities were weak over the shortened 4-day trading week with prices still consolidating in the 6800-7000 range/resistance zone of the SPX (S&P 500 Index):
Kepler Portfolio Review: 23 January 2026
Kepler is the portfolio up for review this morning. When you look over the asset allocations you will observe this portfolio is heading in a very conservative direction. I am attempting to “recession proof” this account. When this bull market fever breaks it will be difficult to keep any assets on the positive side with […]
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