Rebalancing continues within the Bohr portfolio as a number of asset classes are still out of balance to the low side. I continue to hold a large percentage of short-term treasuries as there will be better buying opportunities in the future, unless the Shiller CAPE and Buffett Indicator ratios are providing false signals for the first time since 1950. The Bohr has been a poor performer and will … [Read More...]
Gauss Sector BPI Portfolio Review: 8 May 2023
Before delving into the Gauss review I need to inform readers that downloading data into the Kipling is incomplete. ETF descriptions are missing as is dividend yield percentages. If your Kipling SS is not filling in all the data, you are not … [Read more]
Portfolio Performance Comparisons: 5 May 2023
It has been a month since I last posted portfolio performance data. Since early April all the portfolios improved slightly, but still retain the effects of a poor equities market in 2022. The launch date of 1/2/2022 is selected so as to incorporate … [Read more]
Rutherford Portfolio Review (Tranche 2): 5 May 2023
It was another relatively uneventful week in US Equities with the SPX (S&P 500 Index) continuing to bang it's head against resistance at ~4150 and closing down slightly from last week's close: It is still not clear where we go from here but … [Read more]
Schrodinger Portfolio Review: 4 May 2023
It is rare for the Schwab computer to rebalance the Schrodinger portfolio, but that is exactly what happened last month. Go to this link and toggle back and forth between this morning's investment quiver and last month to see the difference. The … [Read more]
Copernicus Portfolio Review: 3 May 2023
Based on yesterday's market decline, today seemed like a good time to check in on the Copernicus as this portfolio is constructed only of U.S. Equities. The philosophy behind the Copernicus is to save and invest. Never sell unless there is an … [Read more]
Carson Sector BPI Plus Portfolio Review: 1 May 2023
Other than this being the first day of the month, this review or update of the Carson is an interesting one as Discretionary (VCR) was sufficiently close to a sale that I purged the Carson of this ETF. Telecom is still oversold so I added more … [Read more]
McClintock Dual Momentum Portfolio Review: 1 May 2023
McClintock is one of two Dual Momentum™ portfolios tracked here at ITA. Both DM portfolios (McClintock and Pauling) are under close observation due to declining performance as readers will see in a moment. Dual Momentum™ is an investing model based … [Read more]
Rutherford Portfolio Review (Tranche 1): 28 April 2023
A relatively uneventful week in US equites, despite the high day-to-day volatility, with the SPX (S&P 500 Index) up a little over 0.5% from last week's close: The index is still banging its head against the 50% retracement resistance zone that … [Read more]
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