While this review of the Copernicus portfolio occurs in June, the data more appropriately belongs to May. Take that into consideration as you read this update. As followers of this portfolio know, this is a passive portfolio that focuses on investing only in U.S. Equities and is limited to large-cap stocks that track the S&P […]
Rutherford-Darwin Portfolio Review: 30 May 2025
This week I will go through the first full review of the Rutherford-Darwin Portfolio since the introduction of my new Management Plan ~ two weeks ago. This period has been devoted to setting up the portfolio to the point where I can review all the strategies to be employed in the construction and management of […]
Selecting Closed End Funds (CEFs)
Thanks to Lee Cash, more information is available when it comes to identifying which CEFs to include in a portfolio. Below are the two primary screens I will be using in the future to aid in the selection of CEFs. The first Internet source [CEF Connect] is one we have been using to identify the […]
Bullish Percent Indicator: 30 May 2025
It has been several weeks since I last posted Bullish Percent Indicator (BPI) data. No changes were recommended during this period, but this week the Communications sector moved into the overbought zone. Portfolios holding VOX were alerted to sell. With a 75% bullish percentage I placed 2.5% Trailing Stop Loss Orders (TSLOs) under VOX in […]
Pauling Portfolio Review: 29 May 2025
Keeping it simple is the mantra of the Pauling portfolio. Only a few ETFs are used to populate the Pauling. As with several other portfolios using a truncated asset allocation management model preservation of capital is paramount. I have one Trailing Stop Loss Order of 4.5% placed under the 22 shares of VOO. If these […]
Gauss Portfolio Review: 28 May 2025
Gauss is another portfolio using a truncated asset allocation model or one where very few ETFs are used to populate the portfolio. In other words – Keep it simple. In keeping with caution in this uncertain economic environment, I placed a 4.5% Trailing Stop Loss Order (TSLO) under VOO and a 2.0% TSLO under SCHG. […]
Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 3: Generating additional Income and Hedging
In Part 1 of this series of posts on how I intend to construct and manage the Rutherford-Darwin portfolio going forward I identified the nine ETFs that I would be using to populate the portfolio. I also indicated that, rather than holding all nine ETFs in a “Buy-and-Hold” portfolio that I would be selecting only […]
Millikan Portfolio Review: 27 May 2025
On again, off again tariff threats are constantly roiling the stock and bond markets. This morning the direction happens to be to the upside. When in a dark room filled with furniture – stand still. That is the attitude businesses have as it is most difficult to plan for the future when uncertainty abounds. One […]
Bethe Portfolio Review: 23 May 2025
Bethe is another portfolio using the truncated asset allocation model. A maximum of five Exchange Traded Funds (ETFs) are used to populate the Bethe. The down market this morning resulted in selling shares of VOO and investing in SHV, a short-term treasury. Erratic tariff threats are once more roiling the stock and bond markets. I […]
Einstein Portfolio Review: 21 May 2025
Einstein is one of several portfolios using a truncated Asset Allocation investing model. This is a new and simplified approach in the hopes of setting this portfolio on a stronger performance course. As with many of the other ITA portfolios, I am taking a cautious approach and that is the reason for setting Trailing Stop […]
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