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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

Darwin Portfolio Review: 5 May 2023

Adjustments to the Darwin Portfolio are not rigorously scheduled since they are designed to maintain Risk Parity, are usually minor, and I prefer to keep trading costs to a minimum. Here's how the Portfolio has performed since I changed to a 3% per asset volatility risk target in November 2022: or, in stacked format: A numerical look at the tabular trade activity looks like this: that … [Read More...]

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Sector BPI Update: 30 June 2023

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This past week I posted Internal Rate of Return (IRR) data for the combined performance of sectors used in the four Sector BPI Plus portfolios tracked here at ITA.  Publishing only IRR data, while truthful, can be misleading when securities are held … [Read more]

Bullish Percent Indicators: 30 June 2023

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We end the second quarter of 2023 on a strong note with the vast majority of indexes and sectors bullish.  The "Misery Index" stands at 7.7 or one of the lower values for an administration approaching reelection for a second term. New signals are … [Read more]

Franklin Portfolio Review: 30 June 2023

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As one of four Sector BPI portfolios, the Franklin continues to benefit from the sector investing model.  Those benefits, while early in the hypothesis phase, are beginning to show promise as we can see from this data.  Since the last review or … [Read more]

Copernicus Portfolio Update: 28 June 2023

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After updating a few lackluster portfolios, it is refreshing to review a strong yet simple portfolio.  Other than the Schrodinger where the owner does noting but save, the Copernicus comes in a close second for simplicity. Copernicus Investment … [Read more]

Bethe Portfolio Review: 27 June 2023

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The following Bethe update is not so much where the portfolio is currently.  Rather, it is the direction the portfolio is moving in the future.  Currently, the Bethe holds a high percentage of the portfolio in income generating CEFs.  While I have … [Read more]

Pauling Portfolio Review: 26 June 2023

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When a portfolio fails to meet expectations, changes are required.  That is what readers can expect to see in this review of the Pauling and what is coming over the next few months.  Classified as a Dual Momentum™ portfolio, the Pauling is currently … [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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