Before moving into the review of the McClintock I want to comment on a few of the portfolios tracked here at ITA. While the Schrodinger (computer managed portfolio) is outperforming the S&P 500 as well as the SPY ETF, it is not designed to do this well. Any portfolio that holds bonds or treasuries as […]
Millikan Sector BPI Portfolio Review: 28 October 2024
The Millikan portfolio is one of five Sector BPI experiments that have operated for nearly two years. While the results are positive, we need more data to show this unique investing model works well in all types of market environment. Since the last update a shard share of the Financial sector was sold out of […]
Rutherford Portfolio Review (Tranche 2): 25 October 2024
It was a relatively quiet week in the US Equity markets with the SPX (S&P500 Index) pulling back a little to retest the support/resistance zone at ~5800: We are still in an uptrend but must wait to see whether we bounce off the support/resistance zone or whether we pull back further towards the bottom of […]
Pauling Asset Allocation Portfolio Review: 25 October 2024
Pauling is new to the Asset Allocation (AA) model as of April of this year. Moving the portfolio to the AA model is a swing back to my historical investing roots. Portfolios such as this one are built to last or operate successfully for years. Of the number of AA portfolios the Pauling is the […]
Gauss Sector BPI Portfolio Review: 25 October 2024
Gauss is one of five portfolios currently using the Sector BPI investing model. The other four are: Carson, Franklin, McClintock, and Millikan. To see how these portfolios are performing, check out this blog post. These five portfolios were launched at different times and are reviewed at different times of the month. These variations reduce the […]
Kepler Asset Allocation Portfolio Review: 24 October 2024
Kepler is one of several Asset Allocation portfolios using this standard investing model. Like the Einstein, the Kepler was used by the owner to hold assets needed for education. Those withdrawals are over and now it is time to begin adding to the portfolio or at least stabilizing it for future growth. Under the old […]
Carson Sector BPI Portfolio Review: 23 October 2024
Carson is the oldest Sector BPI portfolio with a history of two years. During this period there were a few buy/sell cycles, but insufficient to conclude this investing model merits anything other than “experimental” money. The idea of buying when a sector is oversold and selling when the sector is overbought makes a lot of […]
Bohr Asset Allocation Portfolio: 22 October 2024
The Bohr portfolio is slowly coming into balance according to the Asset Allocation plan. This morning I sold all share of VTI as over 85% of the stocks in VTI are also in VOO. The remaining percentage can be found in VO and VB. These last two ETFs include companies not found in either VTI […]
Rutherford Portfolio Review (Tranches 4 and 1): 18 October 2024
Travelling back home after a ~6-week trip resulted in me not finding the time to review Tranche 4 of the Rutherford Portfolio last week – so I will review Tranche 4 as well as Tranche 1 this week so as to get back on schedule. Recent price movement in the S&P 500 Index (SPX) looks […]
Relative Portfolio Performance Data: 18 October 2024
Approximately every month to six weeks I post relative performance data for the fifteen (15) portfolios I track here on the ITA blog. The Annual IRR data found in the third column from the left is accurate as of 18/18/2024. All other data is current as of the date found in the fifth column from […]
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