Copernicus is one of the better performing ITA portfolios. Set up to invest primarily in U.S. Equities the current portfolio is carrying an excess amount of cash as better buying opportunities are anticipated sometime in 2026. Copernicus Security Holdings Below is the current security holdings within the Copernicus … [Read More...]
Schrodinger Portfolio Review: 27 September 2024
Schrodinger is a Robo Advisor account or what Schwab calls an Intelligent Portfolio. Managed by computer algorithms, this is simply a report as no decisions are required. The portfolio is on automatic pilot. Since the portfolio is … [Read more]
Huygens Asset Allocation Portfolio Review: 26 September 2024
As one of several Asset Allocation portfolios, the Huygens is beginning to meet all the percentage requirements. There are still a few asset classes that are oversubscribed or above the recommended percentage due to holdovers from the prior … [Read more]
Rutherford Portfolio Review (Tranche 1): 20 September 2024
On Thursday the SPX (S&P 500 Index) broke through resistance to hit new all-time highs and confirm that the recent pullback was a mere "breather" in the current uptrend (higher highs and higher lows) that started in May - or even last November … [Read more]
Huygens Asset Allocation Portfolio Review: 13 September 2024
In an earlier post this morning I mentioned Huygens as a serious contender to be included as one of the investing models for the family portfolio. The Huygens, and several other portfolios I track here at ITA, were recently converted from other … [Read more]
Rutherford Portfolio Review (Tranche 3 and Tranche 4): 6 September and 13 September 2024
Due to the disruption in access to Yahoo price data, and the fact that I am presently travelling, I was not able to post a review of the Rutherford Portfolio last week so I will attempt to play catch-up this week. After a minor pull-back … [Read more]
Copernicus Portfolio Review: 13 September 2024
This update or review of the Copernicus is incomplete as Yahoo closed the door on access to their security price data. This change impacted the Investment Account Portfolio (IAM) software so I don't have any way to download prices into that … [Read more]
Millikan Sector BPI Portfolio Review: 6 September 2024
Before digging into the Millikan Sector BPI review I checked to see if any sectors dropped into the oversold zone. None made this move so there are no recommendations to purchase any sectors or sector ETFs. Of the overbought sectors, TSLOs are … [Read more]
Rutherford Portfolio Review (Tranche 2): 30 August 2024
It was a week of consolidation in the US Equity markets with prices trading in a narrow range in comparison with the volatility of the past 2 months: Prices are hovering at the resistance level of the all-time highs in the SPX (S&P 500 Index) … [Read more]
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