Copernicus is a top performing portfolio as the investments were concentrated in U.S. Equities. VOO was the primary ETF used for many months. With the market over heated and the market drivers concentrated within such a few stocks I've backed off despite the excellent performance. The Copernicus is current concentrated in SCHO, SCHD and a few other dividend oriented ETFs. Copernicus Security … [Read More...]
Portfolio Hedge: 20 April 2026
With last months hedge position expiring with a small $314 profit last Friday I need to make a decision as to whether to continue to hedge my portfolios or to leave them unhedged - since last month's hedge turned out to be unnecessary as US Equity … [Read more]
Einstein Asset Allocation Portfolio Review: 20 April 2026
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 … [Read more]
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 … [Read more]
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: … [Read more]
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 … [Read more]
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 … [Read more]
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 … [Read more]
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: … [Read more]
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