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 […]
Copernicus Portfolio Review: 19 December 2024
Keep it simple is the philosophy of the Copernicus portfolio. Invest only in U.S. Equities such as VOO and VTI and never sell unless there is an emergency. Keep cash levels low and expenses to a minimum. One reason for including ESGV as part of the portfolio is to purchase shares if the remaining cash […]
Pauling Asset Allocation Portfolio Review: 17 December 2024
Dividends and the possibility of the owner adding new money create the opportunity to rebalance Asset Allocation (AA) portfolios. The Pauling is getting there as most of the asset classes are within plus or minus one percentage point (1.0%) of the recommended target. VO and VB are above target, but I don’t plan to sell. […]
McClintock Sector BPI Portfolio Review: 17 December 2024
We have been waiting for what seemed like months for some action within one of the eleven sectors. This morning that action arrived as Materials dropped into the oversold zone with a reading of 24.13% bearish. Oversold is defined when the number of stocks within a sector drops below 30% bullish. As you will see, […]
ITA Portfolio Performance Data: 13 December 2024
After a number of down days for U.S. Equities and since I’ve not posted this performance information for a number of months, this morning seemed like a good time to update this data table. While most of the portfolios are much older than three years, the youngest accounts were launched in early 2022 so we […]
Rutherford Portfolio Review (Tranche 1): 13 December 2024
Partial Remains of Hadrian’s Wall – a 73 Mile Fortress of the Roman Empire across the North of England US equity markets were quiet again this week remaining in consolidation mode around the 6100 level in the SPX (S&P 500 Index): Prices closed ~1% lower than last week’s close but Santa still has a couple […]
Einstein Asset Allocation Portfolio Review: 11 December 2024
The Einstein is one of ten Asset Allocation (AA) portfolios I track here on the ITA blog. Eight are reported on regularly and two of the ten include the Schrodinger and Copernicus. The Copernicus is a special breed as I am only using U.S. Equities with this portfolio so one would not consider it to […]
Gauss Sector BPI Portfolio Review: 9 December 2024
Gauss is one of the five Sector BPI portfolios tracked here at ITA. This Sector BPI portfolio just passed its two year mark operating under the Sector BPI model. As readers will see in a moment, the Gauss is keeping pace with the S&P 500 ETF, SPY. SPY is a difficult benchmark to exceed year […]
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