Copernicus is the only Buy & Hold portfolio managed here on the ITA blog site. Diversification comes from holding hundreds of companies in the United States. If one prefers to further diversify this portfolio one would add International Equities (VEU) to the options available for purchase. Thus far the Copernicus has performed very well and […]
Hawking Portfolio Review: 12 May 2023
The Hawking Portfolio is essentially a Buy-And-Hold “Income” Portfolio built from Closed-End-Funds. Normally. the only actions required are to re-invest dividends into the Funds so as to maximize the benefits of compounding. At present, the composition of the portfolio looks like this: I know this type of portfolio is out of favor with Lowell at […]
Kahneman-Tversky Portfolio Review: 8 May, 2023
I am a little slow posting this review as I analyzed/adjusted it last week. However, it’s a simple and slow moving portfolio so the tardiness is likely not too significant. Prior to the adjustments I was holding VEA (International Equities) in the Kahneman portion of the portfolio and Cash (SHY) in the Tversky portion and […]
Rutherford Portfolio Review (Tranche 3): 12 May 2023
US Equities continue to consolidate at ~4150 (the mid-level of last year’s range): with the SPX closing down slightly from last week’s close. Despite this, on a relative basis, US equities were close to the top of the performance list with no major asset classes showing positive returns on the week. So much for correlations […]
Franklin Sector BPI Portfolio Review: 12 May 2023
Franklin is one of four portfolio currently managed using the Sector BPI Plus model. Yesterday I updated the Bullish Percent Indicator table (to be published tomorrow) and Telecom (VOX) was a Buy recommendation. Energy (VDE) is very close to a Buy. Look for the BPI data tomorrow. Franklin Investment Quiver and Current Holdings Below is […]
Darwin Portfolio Review: 5 May 2023
Adjustments to the Darwin Portfolio are not rigorously scheduled since they are designed to maintain Risk Parity, are usually minor, and I prefer to keep trading costs to a minimum. Here’s how the Portfolio has performed since I changed to a 3% per asset volatility risk target in November 2022: or, in stacked format: A […]
Rutherford Portfolio Review (Tranche 2): 5 May 2023
It was another relatively uneventful week in US Equities with the SPX (S&P 500 Index) continuing to bang it’s head against resistance at ~4150 and closing down slightly from last week’s close: It is still not clear where we go from here but volatility has picked up over the past 2 weeks so we may […]
Copernicus Portfolio Review: 3 May 2023
Based on yesterday’s market decline, today seemed like a good time to check in on the Copernicus as this portfolio is constructed only of U.S. Equities. The philosophy behind the Copernicus is to save and invest. Never sell unless there is an emergency. How is this portfolio performing on a return and risk basis? When […]
Carson Sector BPI Plus Portfolio Review: 1 May 2023
Other than this being the first day of the month, this review or update of the Carson is an interesting one as Discretionary (VCR) was sufficiently close to a sale that I purged the Carson of this ETF. Telecom is still oversold so I added more shares of VOX and have limit orders to purchase […]
Rutherford Portfolio Review (Tranche 1): 28 April 2023
A relatively uneventful week in US equites, despite the high day-to-day volatility, with the SPX (S&P 500 Index) up a little over 0.5% from last week’s close: The index is still banging its head against the 50% retracement resistance zone that has been difficult to penetrate a number of times over the past few months. […]
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