As we head into the last few days of 2025, Santa’s Rally has taken us to new highs in the SPX (S&P 500 Index) with the Index closing the week 1.4% above last week’s Close:
Franklin Sector BPI Portfolio Review: 26 December 2025
This morning I am reviewing another Sector BPI portfolio, the Franklin. Take time to listen to Ray Dalio in the YouTube video referenced at the bottom of this blog. Pay no attention to the movement that has Mr. Dalio riding on a bumpy airplane ride. Pay attention to the content. From everything I am reading […]
Copernicus Portfolio Update: 24 December 2025
Merry Christmas Copernicus is the last portfolio up for review before Christmas. The major change is to reduce holdings in VOO and shift the percentage over to RSP. The reason for this move is to reduce exposure to mega-cap stocks that are over-valued and to increase exposure to mid- and small-cap stocks. The “all U.S. […]
Bohr Portfolio Review: 23 December 2025
Rebuilding the Bohr portfolio is the primary concern for this account. As readers will soon see, the Bohr is a classic asset allocation portfolio built around U.S. and International Equities. Sprinkled in are a few low volatile ETFs.
Gauss Portfolio Update: 22 December 2025
Gauss is the portfolio up for review this morning and it is undergoing a few asset allocation adjustments. Gauss is one of the better performing portfolios, due in part to no withdrawals since inception a number of years ago. In addition to no withdrawals new cash is added from time to time. This method of […]
Darwin Portfolio Review: 19 December 2025
It looked like being a down week in the US equity markets until a late surge on Friday lifted the SPX (S&P 500 Index) back into the 6700-6900 range where it has been consolidating for a few weeks:
Kepler Portfolio Update: 19 December 2025
Kepler is the portfolio up for review this morning. Major asset allocation changes are coming to the Kepler for two reasons. 1) The portfolio has been a poor performer. Therefore adjustments are appropriate 2) The new asset allocation model is designed to be somewhat recession resistant. I say “somewhat” as I don’t think there is […]
Huygens Portfolio Update: 18 December 2025
Huygens is the asset allocation portfolio up for review this morning. This portfolio is set up to “resist” taking too big a hit when the correction or recession sets in sometime over the next 12 to 18 months. A correction or recession is certainly not a sure thing as interest rates will likely drop another […]
Millikan Portfolio Review: 16 December 2025
Millikan is the asset allocation portfolio up for review this morning. In preparation for a possible correction or recession, I shifted the asset allocation so the portfolio holds a higher percentage of ETFs to those that have lower annualized volatility. The major shift is to reduce exposure to the seven to ten mega-cap stocks as […]
McClintock Sector BPI Portfolio Review: 15 December 2025
McClintock is the Sector BPI portfolio up for review this morning. The three Sector BPI portfolios are investment models unique to the ITA blog. For more information on this model, go to the Categories menu found in the right sidebar and look for Sector BPI. While we frequently wait for months between Buy and Sell […]
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