Although this post is titled “Rutherford Portfolio Review” it is not really a review of the portfolio that I have reported on in the past as I have (officially) closed that portfolio down in order to document how it is possible to manage relatively simple diversified portfolios in different ways. The appeal of a portfolio […]
Huygens Asset Allocation Portfolio Review: 3 January 2025
Huygens is another Asset Allocation portfolio that was launched in April of 2024. In a few months we will have one year of data which will begin to provide some clues as to how well this particular array of assets perform. If 2025 turns out to be as volatile as I anticipate, the coming months […]
Schrodinger Portfolio Review: 2 January 2025
While this Schrodinger post is going up on January 2nd, the data is accurate as of 31 December 2024. The overall performance is quite strong despite the four percentage point loss in December. This post of the Schrodinger marks the three-year point of data collection. Overall, the results have been quite impressive and surpass my […]
Franklin Sector BPI Portfolio Review: 30 December 2024
Franklin is the final scheduled portfolio review for 2024. Instead of a Santa Clause rally we appear to merit only lumps of coal. Is the market “girding its loins” for four years of chaos? As I mentioned some time ago, we are likely to see some buying opportunities in the near future. Several limit orders […]
Rutherford Portfolio Review: 27 December 2024
It was a rather uneventful week in the US Equity markets with relatively low volume as a consequence of the holidays. However, the SPX (S&P 500 Index) did manage to close the week ~0.5% higher than last week’s close despite a weak day on Friday: We are still in the middle of the uptrend channel […]
Millikan Sector BPI Portfolio Review: 27 December 2024
We are fast closing out 2024. The year is ending in a whimper as the Santa Claus rally did not materialize. At least not for the ITA portfolios. The Millikan is one Sector BPI portfolio to watch as the Internal Rate of Return (IRR) nearly matches the SPY benchmark IRR. The Millikan currently holds three […]
Kepler Asset Allocation Portfolio: 23 December 2024
Merry Christmas Kepler is the last portfolio to be reviewed before Christmas. This data is accurate as of the 23rd. The owner of this portfolio needed cash during the recent bull market or not the best time to sell assets. Now the portfolio needs to be replenished over the next few years. If the volatility […]
Bohr Asset Allocation Portfolio Review: 20 December 2024
Sending all readers a Merry Christmas. This will be a slow week for blog writing as only Kepler and Millikan are scheduled for reviews. This update of the Bohr portfolio will not show much action other than a limit order was struck to sell shares of VEA. I plan to rebuild VEA, but only if […]
Rutherford Portfolio Review (Tranche 2): 20 December 2024
Mr Powell seems to be the Grinch who stole Christmas and blocked Santa’s rally to the 6200 level. Investors did not react well to Mr Powell’s statements that there might only be two rate cuts next year and US markets dropped close to 4% following his comments before recovering some of this on Friday: However, […]
Bullish Percent Indicator Data: 20 December 2024
The waiting is over as the market decline this week pushed two sectors into the oversold zone. In addition to the two recommended purchases there is a third sector on the brink of an oversold condition. In the next screenshot readers will see that the major indexes took a huge hit this week as the […]
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