Einstein is a basic asset allocation portfolio that is diversified all over the globe. VTI and RSP cover U.S. Equities while VEA and VWO are the international ETF exposures. This is one of several portfolios owned by an individual who has been providing educational support and those tuition withdrawals seem to come at times when […]
Dirac 2026 Portfolio Review: 17 April 2026
It was a bullish week in the US Equity Markets with the SPX (S&P 500 Index) gaining 4.6% on the week. There was also some sector rotation that required adjustments to the Dirac portfolio in an attempt to stay ahead of the broader market. Checking the analysis sheet at the end of the week the […]
Darwin 2026 Portfolio Review: 17 April 2026
It was another bullish week in US Equities with the SPX (S&P 500 Index) breaking strongly through the 7000 resistance level to new all-time highs:
Schrodinger Portfolio Update: 17 April 2026
Time once more to update the Schrodinger, a truly passive portfolio as the owner does nothing except add cash to the account. As the market moves higher the Schwab computers are standing pat and not purchasing additional shares despite increasing the level of cash. Schrodinger Security Holdings Below are the current holdings in this Robo […]
Franklin Sector BPI Portfolio Review: 14 April 2026
Franklin is the Sector Bullish Percent Portfolio scheduled for a review this morning. This is one of three portfolio using the Sector BPI investing model. New readers to the ITA blog may find this management style of interest as it is showing to be an effective investing model. The basic idea behind the Sector BPI […]
Darwin 2026 Portfolio Review: 10 April 2026
It was an eventful week for investors as they reacted to news on events as they developed in the Middle East. US Equities, as represented by SPX (S&P 500 Index), gapped up on Wednesday to test the 6800 level that had been previous support before the recent pullback – this on the belief/hope that there […]
Dirac 2026 Portfolio Review: 10 April 2026
With a lot of volatility in the markets and the S&P 500 Index up ~3.6% from last week’s close let’s take a look at an analysis of the sectors that make up the Index:
Bohr Asset Allocation Portfolio Update: 10 April 2026
Bohr is an asset allocation portfolio that has consistently lagged all possible benchmarks. Assets were withdrawn at a critical period and this impacted performance. The owner is now in the rebuilding process and this new asset allocation model should improve performance going forward.
Bethe Portfolio Review: 9 April 2026
Bethe is the second portfolio to be reviewed today. Like the Millikan, the Bethe is holding a significant percentage in cash as the current equities market is overvalued or overbought. At this point I am in a waiting game to see what might trigger a market correction or worse.
Millikan Portfolio Review: 9 April 2026
Millikan is another Asset Allocation portfolio that is set up to resist a possible recession. The portfolio is well diversified in that it covers all U.S. Equities, Developed International Equities, Emerging Markets, Gold, Artificial Intelligence, Dividend ETFs, and several essential sector ETFs. I am not holding bonds in the Millikan as it is less important […]
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