Carson is the oldest Sector BPI portfolio or the one providing the best information as to how well this investing model works. As yet I have not seen another website using this investing model. If ITA readers ever spot something similar, pass the link or pertinent information along. Carson Security Holdings Health was sold out […]
Einstein Portfolio Review: 18 July 2025
Einstein is in the rebuilding stage after experiencing several withdrawals for educational purposes. The owner recently added cash. More shares of SHV were purchased and there is currently a limit order in place to purchase one more share of VOO.
Franklin Sector BPI Portfolio Review: 15 July 2025
Franklin is one of three Sector BPI portfolios, all named after women scientists. Since the last review of the Franklin, shares of VHT and VOX were sold out of the portfolio leaving shares in Consumer Staples (VDC) and Energy (VDE). The Franklin also holds shares in VOO and the bulk of the portfolio resides in […]
Hawking Portfolio Review: 14 July 2025
The Hawking Portfolio does not require a lot of attention as it is designed more as a Buy-And-Hold Portfolio to generate “Income” rather than to rely primarily on “growth” as required in more common equity portfolios. Although there may be exceptions to this, depending on how closely an investor might choose to monitor his or […]
Dirac Portfolio Review: 11 July 2025
Last week I introduced my revamped Dirac Portfolio that will, roughly, follow the same systems/methodologies as the Rutherford-Darwin Portfolio but with a quiver dedicated only to US markets with no diversification outside of these markets. Risk management will be a little tougher because of trading restrictions resulting from the fact that these securities are held […]
Rutherford-Darwin Portfolio Review: 11 July 2025
After the Independence Day Holiday and the break through the significant 6100 resistance level in the S&P 500 Index (SPX) we waited to see where the markets would go next – but, it was a quiet week, with consolidation around 6250 and a close just slightly lower than last week’s close:
Bohr Portfolio Review: 12 July 2025
When developing a portfolio with retirement as a goal, do your best to never withdrawal funds as growth is interrupted. That is what happened to both the Bohr and Einstein portfolios. The owners of each needed funds for education and other emergencies. When funds are withdrawn the benefits of dollar-cost-averaging is broken, thus stunting portfolio […]
Questions To Ask Your Money Manager
Recently I was talking with a neighbor and I mentioned that I have been writing an investment blog for over 17 years. The neighbor mentioned he has a money manager handle his investments. When I have one of these conversations my mind begins to come up with questions I would ask a money manager […]
Pauling Portfolio Review: 11 July 2025
Pauling is one of several portfolios that lag their benchmark. When this is the case I go to the Risk Ratios to see the direction of the growth or regression. In which direction is the portfolio moving with respect to the broad equities market? This is not an easy time for money management as we […]
Dirac Portfolio Review: 3 July 2025
Over the past 18 months I have not had the time to decide how to manage the money that has been sitting in the Dirac Portfolio. This was to be a re-build portfolio project based on using an “Income” model, similar to the Hawking Portfolio, but designed to adopt a mean reversion rather than momentum […]
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