Einstein is entering its fourth month operating under a new asset allocation mix of ETFs. The revised allocation is designed to withstand a major equity draw-down. Here is information on the first three months of operation. June: Loss of 0.92 percent (-0.92%) July: Gain of 1.54 percent (1.54%) August: Gain of 1.58 percent (1.58%) As readers you will see that the portfolio is … [Read More...]
Einstein Portfolio Review: 6 October 2023
The Einstein portfolio is one of five Relative Strength portfolios tracked here at ITA. There are some differences in the settings of the different portfolios which influence decisions. For example, with the Einstein I am taking the long view in … [Read more]
Pauling Portfolio Review: 5 October 2023
Pauling is the portfolio scheduled for review this morning and it is one of the poorest performing accounts tracked here at ITA. Last spring or summer I altered the investing model. To see if the change is having an impact on the return/risk ratio, … [Read more]
Bethe Portfolio Review: 4 October 2023
Bethe is a relative new Sector BPI Plus portfolio. Formerly a Growth and Income portfolio this portfolio still holds three Closed-End-Funds. Limit orders are in place to sell all shares of the CEFs which will free cash to populate to their fullest … [Read more]
Carson Sector BPI Portfolio Update: 3 October 2023
Carson is the Sector BPI Plus portfolio up for review this morning. Real Estate is still in the oversold zone and thus far the Carson is not holding any shares of VNQ. There is insufficient cash to build VNQ up to the recommended 9.7% level so I … [Read more]
Franklin Sector BPI Portfolio Review: 2 October 2023
Several Sector BPI Plus portfolios are scheduled for review this week. Franklin is the first. I checked the BPI data this morning and it is too early for any Monday data to show up. I expected to see the market move up based on the U.S. Government … [Read more]
Which Assets Should I Consider Holding and What System Should I Use to Manage my Portfolio?
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 … [Read more]
Rutherford Portfolio Review (Tranche 2): 29 September 2023
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 … [Read more]
Bullish Percent Indicators: 29 September 2023
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 … [Read more]
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