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Kepler Asset Allocation Portfolio Review: 24 January 2025

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Kepler is a typical portfolio in that the investing model is based on the classic asset allocation model.  The Schrodinger is another asset allocation portfolio, although the securities used to populate the portfolio are different.  In addition, the percentages in the different asset classes also vary widely.  The asset allocation model is one promoted by […]

Pauling Asset Allocation Portfolio Review: 22 January 2025

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Asset Allocation is a long-standing portfolio management model.  What sets such portfolios apart is the choice of assets used to populate the portfolio.  Readers will find the Pauling is well diversified across many different asset classes giving exposure to different size stocks, international equities as well as an array of income generating ETFs.  This approach […]

Copernicus Portfolio Review: 21 January 2025

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“An investment in knowledge pays the best interest.” – Benjamin Franklin Copernicus is one of the easiest portfolios to manage as all one does is invest available cash in U.S. Equities.  Never sell unless there is an absolute emergency. If one were to simplify the Copernicus I would recommend investing only in VOO.  This Exchange […]

Rutherford-Darwin Portfolio Review: 17 January 2025

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First, a look at the performance of US Equities over the past week shows that the initial weakness seen at the Open on Monday quickly turned around to see US Equities finish the week ~ 3% higher than last week’s close: After dropping out of the uptrend channel last week we are now back well […]

Einstein Portfolio Review: 16 January 2025

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Of the thirteen (13) portfolios I track here on the ITA blog, Einstein is the poorest performer based on both return and risk.  As readers will recall, the owner of this portfolio needed resources for educational purposes and those funds were withdrawn during a bullish market period.  Bad timing is part of life so now […]

Millikan Portfolio Review: 15 January 2025

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“Millikan is a portfolio that focuses on asset allocation and tax reduction strategies. It provides insight and recommendations for optimizing investment portfolios and minimizing tax liabilities. Through meticulous analysis and expert guidance, Millikan offers a comprehensive approach to achieving financial goals while maximizing tax efficiency.”  So says Gemini AI. As with several other ITA portfolios […]

Gauss Portfolio Review: 14 January 2025

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The following paragraph within the quotes was AI generated.  “Hello! We hope this message finds you well. We are excited to share with you our latest portfolio review. Our team has been working diligently to analyze the market trends and fine-tune our asset allocation strategies. In this review, we delve into the performance of various […]

Rutherford-Darwin Portfolio Review – 10 January 2025

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I will start this post with my usual weekly look at US Equity markets through the eyes of the S&P 500 Index (SPX): where we see that, after starting the week strongly on Monday, the markets deteriorated badly going into the end of the week. We are now sitting on that neckline support/resistance line that […]

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