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Darwin Portfolio Review: 29 December 2023

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At the end of 2023 the Darwin Portfolio is showing a profit of 17% (16.4%  annualized IRR) since inception in November 2022. This is not as good as the return on the S&P 500 Index (up 18.5% over the same period) but beats the performance of a more diversified portfolio as exemplified by the AOR […]

Rutherford Portfolio Review (Tranche 3): 29 December 2023

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It was a quiet, holiday shortened, week in the markets with the S&P 500 Index drifting slightly higher by ~0.3% toward the all-time highs of 2 years ago of ~4800 in the SPX: However, Santa could not pull us through the strong resistance at this level and we need to wonder whether he has turned […]

Bullish Percent Indicators: 29 December 2023

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Bullish Percent Indicator (BPI) data is the driving force behind the Sector BPI investing model.  In the following blog post the top table gives us a broad view of how the U.S. Equities market is performing.  Right now the market is very strong, although it is primarily driven by large-cap stocks.  It is the second […]

Rutherford Portfolio Review (Tranche 2): 22 December 2023

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It was a bit of a rocky week for US equities with a scary drop in prices on Wednesday and poor liquidity as investors/traders focussed on the holidays. However the SPX (S&P 500 Index) still managed to close up close to 1% from last week’s close and now sits at about the same level that […]

Intelligent Portfolio: Schrodinger Portfolio Update: 20 December 2023

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Schwab’s Intelligent Portfolio, the Schrodinger, is up for review today.  This portfolio was launched a number of years ago to answer the question, “Who Will Manage the Family Portfolio When I Die?”  Of the three portfolio investment strategies tracked here at ITA Wealth Management, the Schrodinger is by far the easiest to manage.  All one […]

Rutherford Portfolio Review (Tranche 1): 15 December 2023

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Well, Santa sure pulled us through that strong resistance zone at ~4600 in the SPX (S&P 500 Index) and US equities closed the week up ~2.8% from last week’s close after 2 weeks of sideways consolidation: now the challenge will be to see whether we can reach the January 2022 all-time highs at ~4820. Despite […]

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