What is beta and how is it measured? In the context of an investment portfolio, beta refers to a measure of a stock's volatility in relation to the overall market. A beta value greater than one indicates that the stock is more volatile … [Read More...]
Gauss Portfolio Review: 18 March 2025
Gauss is another simplified asset allocation portfolio. The goal is to concentrate on three asset classes with a fourth (SHV) used to house cash. The portfolio is very cost effective as the expense ratios are very low. A broad market ETF … [Read more]
Moving Average Convergence/Divergence Indicator (MACD)
Back in the 1970s I learned of Gerald Appel and his Moving Average Convergence Divergence (MACD) technical indicator. Appel published and sold a pamphlet explaining the MACD model and how to calculate it on a Texas Instrument calculator. This was a … [Read more]
Rebalancing Asset Allocation Portfolios: 12 March 2025
If you are managing an Asset Allocation (AA) portfolio this blog is for you as I am going through the rebalancing process when managing an AA portfolio. If you are not completely sure what an AA portfolio looks like follow portfolios such as the … [Read more]
Rutherford-Darwin Portfolio Review: 7 March 2025
It was a volatile week in the US Equity markets with the SPX (S&P 500 Index) closing down ~3% on the week once the dust had settled on Friday: Markets are looking a little weak here as we … [Read more]
Schrodinger Portfolio Review: 3 March 2025
We lead off March with a review of the Schrodinger portfolio, a computer managed account housed with Schwab. The Schrodinger is known by Schwab as an "Intelligent Portfolio." It falls under the general category as a Robo Advisor portfolio. The … [Read more]
Rutherford-Darwin Portfolio Review: 28 February 2025
It was another volatile week in the US Equity markets with the bears beating the bulls by ~1%: with Friday's bounce off the ~5840-5880 zone that is providing strong support we are back into the sideways consolidation channel that we have been in for … [Read more]
Bethe Asset Allocation Portfolio Review: 25 February 2025
Bethe is a rather new Asset Allocation portfolio and as such has a long way to go before the various asset classes are in balance. Asset classes that are far above their target percentages are for sale while lower volatility asset … [Read more]
Rutherford-Darwin Portfolio Review: 21 February 2025
After hitting new all-time highs on Wednesday, US Equities collapsed on Friday with prices now sitting on the lower boundary of the longer-term uptrend channel: Thus, we remain in the choppy sideways consolidation range that we have been in for the … [Read more]
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