Copernicus is the equity portfolio scheduled for review this morning. Based on an over priced U.S. stock market I shifted the emphasis slightly, moving from the S&P 500 (VOO) over to several dividend oriented ETFs. Below you see a significant percentage of the portfolio focusing on VIG, SCHD and VYM. Yes, there will be overlapping […]
Gauss Portfolio Review: 5 March 2026
Gauss is the portfolio up for review today. The owner of this portfolio is not contributing significant amounts of cash each month so the re-balancing will need to come from dividends and interest income. Gauss is a very conservative portfolio as one can see from the low beta value of 0.27. Conservative is defined in […]
Pauling Portfolio Review: 3 March 2026
Pauling is an asset allocation portfolio that is slowly working out of a performance deficit. Over the past few months I have been reworking the asset allocation mix and that work is not quite complete as readers will see in one of the following screenshots. Several asset classes are out of balance or not close […]
Carson Portfolio Review: 26 February 2026
Rachel Carson is the portfolio up for review this morning. As the oldest Sector BPI portfolio I look to this one to see if the sector hypothesis is working out according to plan. Thus far the data is quite positive as readers and followers of the Sector BPI model will soon see. No changes are […]
Schrodinger Portfolio Update: 24 February 2026
We begin the last week of February with an update of the Schrodinger, the single Robo Advisor portfolio tracked here on the ITA blog. The Schrodinger has been operating for approximately 8.5 years. I use a start date of 12/31/2021 in order to compare the performance with much younger portfolios. Over the past four plus […]
Franklin Sector BPI Portfolio Update: 20 February 2026
Franklin is nearly 40 months old and still thriving as one of three Sector BPI portfolios. Named after Rosalind Franklin, this portfolio is holding its own when compared to any of the six Internal Rate of Return (IRR) benchmarks and the Jensen Performance Index. The Jensen is also known as the Jensen Alpha. Investors interested […]
Bohr Portfolio Review: 18 February 2026
While the Bohr portfolio is an Asset Allocation style portfolio, the emphasis is more on generating income than focusing on growth. As a result the Bohr is not one of the better performing portfolio when compared to any of the six benchmarks I track here at ITA. Should we see a market correction or worse […]
Copernicus Portfolio Update: 12 February 2026
Copernicus, the all equity portfolio, is back for an update or review. I’ve backed off from investing only in VOO or the S&P 500. Ten of the 500 stocks in the S&P 500 make up 39.1% of the entire index. Let one of the ten (10) sneeze and the S&P 500 index will come down […]
McClintock Sector BPI Portfolio Review: 10 February 2026
McClintock is the Sector BPI portfolio up for review this morning. Last Friday the Information Technology sector dropped into the oversold zone so yesterday I purchased shares of VGT. Of all the sectors, Technology is the most volatile and therefore holds the highest percentage of the portfolio when recommended for inclusion in the portfolio. Keep […]
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 […]
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