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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  As readers will recall, the owner of this portfolio needed resources for educational purposes and those funds were withdrawn during a bullish market period.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 […]

Kahneman-Tversky Portfolio Review: 8 January 2025

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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

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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

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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

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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 […]

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