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Bohr Portfolio Update: 28 October 2026

Bohr is another portfolio that is undergoing asset allocation changes resulting in simplification.  In this case the portfolio is made up of ten (10) different asset classes plus cash or a money market.  One change reader will see is moving more money from SCHO to SGOV so at to shorten the term of these treasury ETFs. With the Bohr I am using VEA and VWO for international exposure instead of … [Read More...]

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Portfolio Management

Bethe Asset Allocation Portfolio Review: 30 July 2024

Bethe is one of the more recent portfolios I am moving over to the Asset Allocation investing model.  Should the portfolio be returned to the owner for management, they would be able to handle the AA model easily whereas the Sector BPI model requires a bit more work. One other significant change is the move from the SPY benchmark to the AOR benchmark.  Since this portfolio will eventually move … [Read More...]

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McClintock Portfolio Review: 13 October 2023

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McClintock is one of several Relative Strength portfolios where a limited number of ETFs form the investment quiver.  The security options focus on U.S. Equities, Developed International Equities, Emerging Market Equities, and Bonds.  The Kipling … [Read more]

Bullish Percent Indicators: 13 October 2023

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Based on Bullish Percent Indicator data this past week was a good week for U.S. Equities.  I would not classify it as excellent, but at least there were positive moves in all the major indexes and one sector (Materials) moved out of the oversold … [Read more]

Gauss Portfolio Review: 10 October 2023

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Gauss is one of six Sector BPI Plus portfolios managed here at ITA.  Recent additions to this investing model are:  Bohr and Bethe.  Since the beginning of this year the Gauss reversed the Jensen trend from negative to positive and it continues to … [Read more]

Schrodinger Portfolio Update: 6 October 2023

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Yesterday I received notification from Schwab that the Intelligent Portfolio had been rebalanced.  Since this is a rather infrequent event I decided to update the Schrodinger to see what changes occurred.  There are a number changes and one would … [Read more]

Einstein Portfolio Review: 6 October 2023

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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

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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]

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