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Which Assets Should I Consider Holding and What System Should I Use to Manage my Portfolio?

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Which Assets Should I Consider Holding and What System Should I Use to Manage my Portfolio? These are questions that all investors will ask. The answers are not simple or straightforward and will depend on our goals, objectives, tolerance for risk and even prejudices. Let’s start by looking at assets that we might hold – […]

Rutherford Portfolio Review (Tranche 2): 29 September 2023

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Last week US equities closed at ~4320 and sitting at the top of a potential support zone (4150-4300). The question was whether we would see support at this level (and a bounce) or whether we would see a continuation of the short-term downtrend that we have been in for the past couple of months. The […]

Bullish Percent Indicators: 29 September 2023

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There are no surprises this week in the world of Bullish Percent Indicators.  With the U.S. Government about to “close” investors need to be prepared for a rocky October.  Sane minds will eventually prevail, but until voters penalize childish behavior significant elements of our society will continue to suffer. Earlier this week I pointed out […]

Pauling Portfolio Review: 29 September 2023

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Pauling is a portfolio with an identical investment quiver as the Huygens or when the Huygens is purged of CEFs.  What is different between the two portfolios is the investing method where I am using the LRPC model with Huygens and the Buy-Hold-Sell (BHS) model with the Pauling. For many months the Pauling is either […]

Huygens Portfolio Review: 29 September 2023

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Huygens is the portfolio up for review this morning.  If you checked the performance data published yesterday you will see that Huygens is one two portfolios not yet updated in September.  The other is the Pauling and I will be working on it later today.  The Bethe was updated on 9/28 and the data has […]

Portfolio Performance Data: 28 September 2023

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Rather than wait for the third quarter to end and all dividends recorded, I decided to post this portfolio performance data table as there is new information contained in the following.  Readers, particularly those new to ITA, need to understand how to interpret the information.  In the following table I am posting two different benchmarks.  […]

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Portfolios coming up for review.  Huygens, Bohr, Schrodinger, Bethe, Franklin, and Pauling are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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