“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
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 […]
Carson Sector BPI Portfolio Review: 13 January 2025
We begin a busy week of updates and reviews as at least one portfolio is scheduled each day. Last Friday the Sector Bullish Percent Indicator (BPI) flashed a buy for Real Estate (VNQ). Shares will be purchased this morning for those portfolios. Carson is the account up for a review this morning. Check the analysis […]
Rutherford-Darwin Portfolio Review – 10 January 2025
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 […]
Bullish Percent Indicators: 10 January 2025
Based on the slamming U.S. Equities experienced yesterday and most of this past week I thought it best to see how the Bullish Percent Indicators (BPI) data reacted. Would any new sectors show up as a buy or did any sectors dip below the 30% bullish marker? Turns out one sector did dip into the […]
Kahneman-Tversky Portfolio Review: 8 January 2025
At the end of every year (at least) I take a look at my portfolios and ask myself the question – “Is it worth the effort trying to actively manage my portfolios rather than simply holding an Index fund ?” (for example). As we see in many of our reviews it is very difficult to […]
Hawking Portfolio Review: 8 January, 2025
Not a lot of action here as this is essentially a Buy-And-Hold Portfolio with a re-investment of dividends ($2,000+ since the last review). Current holdings look like this: with an anticipated 12% annual yield – or over $1,000 per month “income” from dividends. Performance of the portfolio since inception in December 2020 (4 years) looks […]
Einstein Portfolio Update: 8 January 2025
As we move into 2025 portfolios such as the Einstein will move toward greater simplification. After a number of years of observation it is the most basic of asset allocation portfolios that are performing best, both from Internal Rate of Return data as well as reduction in risk (Jensen Alpha values). The transition will be […]
Rutherford Portfolio Review (Part 2 – Options): 6 January 2025
After making a mandatory ~$20,000 withdrawal from the Rutherford Portfolio, that I had been managing using a strict momentum model, I was left with ~$70,000 for future investment. Going forward into 2025, and beyond, I plan to split these funds into 3 portions. In Part 1 of this series (https://itawealth.com/rutherford-portfolio-review-part-1-3-january-2025/), I outlined how I plan […]
2025: A Year To Simplify
Just as Hedgehunter is making a few portfolio changes, 2025 is a year for a few changes in several ITA portfolios. Those that will remain unchanged, at least for now, are: Copernicus, Schrodinger, and Carson. Each of these three portfolios uses a different investing model. Copernicus: Invest only in U.S. Equities. Focus on VOO as […]
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