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...]
Darwin Portfolio Review: 2 June 2023
The Darwin Portfolio is an "All-Weather" portfolio with a dash of volatility. Performance to date (since lowering volatility target levels last November) looks like this: The large "jumps" correspond to periodic allocation adjustments to risk parity … [Read more]
Hawking Portfolio Review: 2 June 2023
The Hawking Portfolio continues to outperform the AOR benchmark Fund over the long term despite giving back a lot of it's lead from the February highs: We are still trying to recover from the ~25% Draw-Down experienced in 2022. Current holdings … [Read more]
Rutherford Portfolio Review (Tranche 1): 2 June 2023
As I have mentioned in recent reviews of the Rutherford Portfolio I have to take money out of this retirement account so, following last week's review of Tranche 5, I have "retired" Tranche 5 and adjusted the other 4 tranches to $19,000 each - or a … [Read more]
Carson Sector BPI Portfolio Review: 3 June 2023
Rather than wait until Monday, this review of the Carson is a followup to the BPI data published earlier this morning. As mentioned in that BPI post, both Energy and Real Estate moved out of the Buy zone while Utilities dropped into the Buy … [Read more]
Bullish Percent Indicators: 2 June 2023
Friday's strong market turned out to be a positive injection for the U.S. Equities market. International ETFs benefited as well. This reaction to the debt limit solution is reflected in the first screenshot below. What is somewhat surprising is … [Read more]
Millikan Sector BPI Portfolio Review: 2 June 2023
After updating the BPI data earlier this morning, only Energy remains in the Buy column. Real Estate just move above the 30% bullish line. Tomorrow I'll post the latest BPI data which will provide guidance for Sector BPI portfolios next week. For … [Read more]
Schrodinger Portfolio Review: 1 June 2023
The Schrodinger is an excellent portfolio to lead off June as it is a "no decision" portfolio designed for investors who have no interest in the workings of the stock market. Managed by computers at Schwab, the Schrodinger is known as a Robo Advisor … [Read more]
Gauss Sector BPI Portfolio Review: 31 May 2023
Gauss is one of four Sector BPI portfolios currently managed here at ITA. Gauss is one of the last accounts to be shifted over to the BPI management model and thus far it is just holding its own with respect to the S&P 500 (SPY). As mentioned … [Read more]
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