Einstein is one of several portfolios that need special attention as the performance has been less than stellar. The Einstein is new to the Asset Allocation model so we will need many months of operation to see how well it performs under a different management model. The portfolio is well diversified and the asset classes […]
McClintock Sector BPI Portfolio Review: 30 September 2024
This past weekend only one sector was in the Buy zone and it was Energy. The recommended percentage for the McClintock is 10.6% and we find the portfolio holds 11.6%. Not a problem. There remains over $8,000 in cash and there may be more as both VCR and VDC are holding TSLOs as Discretionary and […]
Pauling Asset Allocation Portfolio Update: 28 September 2024
Six months ago I altered the Pauling portfolio investing model. It now operates using the principles of Asset Allocation. When moving from one investing style to the Asset Allocation it takes time to bring the various asset classes into balance if one does not want to sell securities that are over subscribed. The Pauling is […]
Rutherford Portfolio Review (Tranche 2): 27 September 2024
It was a relatively uneventful/quiet week in the US Equity markets with stocks showing a modest 0.5% gain on the week: While we are still near all-time highs in the SPX (S&P 500 Index) I see possible resistance around the 5790 level before seeing another pullback/correction towards to lower portion of the current bullish trend […]
Millikan Portfolio Update: 27 September 2024
Nearly two years ago the Millikan was moved to the Sector BPI investing model. Thus far this approach has worked out well. As we go through more sector rotations this model will undergo further testing as I still consider it to be in the hypothesis stage of development. Yesterday’s market moved all sectors, with exception […]
Schrodinger Portfolio Review: 27 September 2024
Schrodinger is a Robo Advisor account or what Schwab calls an Intelligent Portfolio. Managed by computer algorithms, this is simply a report as no decisions are required. The portfolio is on automatic pilot. Since the portfolio is greater than $50,000 it qualifies to be tax managed. I highly recommend a family have at least […]
Huygens Asset Allocation Portfolio Review: 26 September 2024
As one of several Asset Allocation portfolios, the Huygens is beginning to meet all the percentage requirements. There are still a few asset classes that are oversubscribed or above the recommended percentage due to holdovers from the prior investing model. VB and VTI are two equity ETFs that are out of balance on the high […]
Gauss Sector BPI Portfolio Review: 25 September 2024
ITA readers using the Sector BPI investing model take note. Energy (VDE) continues in the oversold zone so it is a Buy. Sectors overbought are: Discretionary (VCR), Staples (VDC), Financial (VFH), Health (VHT), Industrial (VIS), Utilities (VPU), and Real Estate (VNQ). Keep in mind there is a difference between the Point and Figure (PnF) graphs […]
Bohr Asset Allocation Portfolio Review: 24 September 2024
Bohr is the asset allocation portfolio up for review this morning. As we approach the end of the third quarter, I have a question. Do any readers know if Schwab adjusts the price on a limit order when a dividend is pending? TD Ameritrade made such adjustments on limit orders, but I recall something from […]
Rutherford Portfolio Review (Tranche 1): 20 September 2024
On Thursday the SPX (S&P 500 Index) broke through resistance to hit new all-time highs and confirm that the recent pullback was a mere “breather” in the current uptrend (higher highs and higher lows) that started in May – or even last November (depending on how one defines a low pivot point/level): Compared to the […]
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