Readers will note a few changes in the asset allocation for the Bethe. The expansion is in keeping with an equity oriented focus, but allows for a tad more diversity. Caution continues to make sense and that is why the large holding in short-term treasuries (SHV).
Rutherford-Darwin Portfolio Review: 5 September 2025
After a shaky start on Tuesday, after the Labor Day weekend, US equities rallied for the remainder of the week to close up ~0.3% from last week’s close and at new all-time highs:
Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
Instead of a complete review of the Gauss portfolio, I am laying out a new and expanded asset allocation model for this account. This new asset allocation plan is global compared to the mini-asset allocation model currently in place. Check the Gauss portfolio at the bottom of this post to compare the asset allocations. This […]
Bohr Portfolio Review: 4 September 2025
Bohr is an Asset Allocation portfolio that is in the rebuilding phase as the owner needed cash for personal reasons over this past year. Now that the market is quite high and considered overvalued based on the Shiller and Buffett indicators, excess cash is invested in a short-term treasury. Another 50 shares were purchased this […]
Franklin Sector BPI Portfolio Review: 3 September 2025
In keeping with the conservative position I added another 12 shares of SHV to the Franklin portfolio. Since no sectors are oversold something needs to be done with available cash that comes in from dividends and new cash. Should we see a market draw-down of 10% or more, I plan to sell shares of SHV […]
Carson Sector BPI Portfolio Review: 2 September 2025
September opens with a review of the Carson Sector BPI portfolio, one of the better performing accounts monitored here at ITA. As equities rise or are holding at a high level, it has been many weeks since we last observed a sector in the oversold zone. This is a time for patience as we are […]
Dirac Portfolio Review: 29 August 2025
The Dirac Portfolio was launched a little over 2 months ago to try to capture possible benefits from sector rotations within the US Equity markets. As such the S&P 500 is taken as the benchmark index with SPY as the representative ETF benchmark. To date, performance looks like this: with an Internal Rate of Return […]
Rutherford-Darwin Portfolio Review: 29 August 2025
After finally pushing through the 6500 resistance zone and reaching new all-time highs on Thursday, US equities pulled back on Friday to change the week below this level and almost unchanged from last week’s close:
Einstein Portfolio Review: 29 August 2025
The Einstein portfolio is likely the last account to be updated in August. This morning I sold shares of VOO and SCHD and invested in short-term treasuries, SHV. I also place a buy order for a few shares of SCHD at 5% below the current price. As dividends and new cash come in I will […]
Millikan Portfolio Review: 28 August 2025
Lest this sound like a scratched or broken record, the Millikan is another portfolio where I am shifting from equities to a capital preservation short-term treasury, SHV. While the Millikan currently holds shares in SCHD and VOO, I have TSLOs under both securities and if sold the proceeds will be invested in SHV. I am […]
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