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 […]
Darwin Portfolio Review: 3 January 2025
I do not post a review of the Darwin Portfolio very often because I rarely adjust it and it behaves, for the most part, like a Buy-And-Hold Portfolio. The Portfolio holds a handful of ETFs covering different market segments to provide diversification and reduce overall portfolio volatility. Asset allocation is determined by applying the principles […]
Bethe Asset Allocation Update: 6 January 2024
Bethe is the Asset Allocation portfolio up for review this morning. The last five weeks have not been what we wish for in portfolio performance and the weakness is showing up in this update of the Bethe. Unrest in the energy sector continues to keep the stock market off balance. Despite fourth quarter dividends 2024 […]
Rutherford Portfolio Review (Part 1 – Darwin): 3 January 2025
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 […]
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