Kepler is the portfolio scheduled for an update this morning. The major decision at this point is how to best bring the various asset classes closer to the target percentages. Within the last few days shares of SCHO and SGOV were added to the Kepler. VTI is the ETF most out of balance, but I am holding off adding more shares as this security is likely to see a major correction sometime over the … [Read More...]
Dirac 2026 Portfolio Review: 17 April 2026
It was a bullish week in the US Equity Markets with the SPX (S&P 500 Index) gaining 4.6% on the week. There was also some sector rotation that required adjustments to the Dirac portfolio in an attempt to stay ahead of the broader market. Checking … [Read more]
Darwin 2026 Portfolio Review: 17 April 2026
It was another bullish week in US Equities with the SPX (S&P 500 Index) breaking strongly through the 7000 resistance level to new all-time highs: … [Read more]
Schrodinger Portfolio Update: 17 April 2026
Time once more to update the Schrodinger, a truly passive portfolio as the owner does nothing except add cash to the account. As the market moves higher the Schwab computers are standing pat and not purchasing additional shares despite increasing … [Read more]
Franklin Sector BPI Portfolio Review: 14 April 2026
Franklin is the Sector Bullish Percent Portfolio scheduled for a review this morning. This is one of three portfolio using the Sector BPI investing model. New readers to the ITA blog may find this management style of interest as it is showing to be … [Read more]
Darwin 2026 Portfolio Review: 10 April 2026
It was an eventful week for investors as they reacted to news on events as they developed in the Middle East. US Equities, as represented by SPX (S&P 500 Index), gapped up on Wednesday to test the 6800 level that had been previous support before … [Read more]
Dirac 2026 Portfolio Review: 10 April 2026
With a lot of volatility in the markets and the S&P 500 Index up ~3.6% from last week's close let's take a look at an analysis of the sectors that make up the Index: … [Read more]
Bohr Asset Allocation Portfolio Update: 10 April 2026
Bohr is an asset allocation portfolio that has consistently lagged all possible benchmarks. Assets were withdrawn at a critical period and this impacted performance. The owner is now in the rebuilding process and this new asset allocation model … [Read more]
Bethe Portfolio Review: 9 April 2026
Bethe is the second portfolio to be reviewed today. Like the Millikan, the Bethe is holding a significant percentage in cash as the current equities market is overvalued or overbought. At this point I am in a waiting game to see what might trigger … [Read more]
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