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Huygens Portfolio Review: 31 July 2026

Huygens is the asset allocation portfolio scheduled for review this morning.  Since I first started this blog shares of GLDM and IAU were sold and the money was reinvested in short-term treasuries, SCHO.  This move will lower the portfolio beta which in turn will elevate the Jensen Alpha value. Huygens Asset Allocation Model Limit orders are in place to purchase more shares of VTI and VYM.  … [Read More...]

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Portfolio Management

Einstein Portfolio Review: 16 January 2025

Of the thirteen (13) portfolios I track here on the ITA blog, Einstein is the poorest performer based on both return and risk.  As readers will recall, the owner of this portfolio needed resources for educational purposes and those funds were withdrawn during a bullish market period.  Bad timing is part of life so now is the time to rebuild the Einstein.  New money is added each month making it … [Read More...]

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Bullish Percent Indicators:

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August opened with a poor week for U.S. equities.  All the major indexes are down while sectors are a mixed bag.  When working through the following tables, check the right-hand side (X's and O's) for a peek into broad market action and use the … [Read more]

Bethe Portfolio Review: 4 August 2023

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Bethe is the portfolio scheduled for review this 4th day of August.  Over the next few weeks or perhaps months readers will see this portfolio transition from a growth-income portfolio to another Sector BPI Plus investment model.  The primary reason … [Read more]

Kepler Portfolio Update: 2 August 2023

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Kepler is another portfolio where I am setting up the investment quiver so securities will come close to matching the performance of the S&P 500 while providing some downside protection when bear markets occur.  As readers will see in a moment, … [Read more]

McClintock Portfolio Review: 1 August 2023

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McClintock is the portfolio scheduled for review as we open up August.  Think of this data current as of July 31 rather than August 1st.  Over the past year I've consolidated the number of ETF options from nearly 40 down to ten.  From the ten I … [Read more]

Franklin Portfolio Review: 31 July 2023

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The original Dual Momentum™ Franklin portfolio was converted over to the Sector BPI Plus model several months ago.  Since the conversion the return/risk ratio improved.  Whether this is due to the new investing model or the upward trend of the market … [Read more]

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Portfolios coming up for review.  Millikan, McClintock, 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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