We begin the week with an easy review. While waiting for SHV dividends to show up in Bethe I'll update the Copernicus, an "all equity" portfolio. The asset allocation make-up of the Copernicus is designed for a young investor with many saving years ahead. Many saving years might be defined as greater than 10 years or two business cycles. Initially the Copernicus was heavily populated with … [Read More...]
Rutherford Portfolio Review (Tranche 1): 13 December 2024
Partial Remains of Hadrian's Wall - a 73 Mile Fortress of the Roman Empire across the North of England US equity markets were quiet again this week remaining in consolidation mode around the 6100 level in the SPX (S&P 500 Index): Prices closed … [Read more]
Rutherford Portfolio Review (Tranche 4): 6 December 2024
It was a relatively quiet week in the US Equity markets but the SPX (S&P 500 Index) eased through the 6000 resistance level and edged slightly higher for yet another week, closing at ~6090: In terms of relative performance, US … [Read more]
Copernicus Portfolio Review: 4 December 2024
Next to the Schrodinger the Copernicus is the easiest portfolio to manage as it is an all equity account using VOO and VTI as the primary investment securities. By focusing on equities such as VOO the goal is to keep pace with the S&P 500 index … [Read more]
Schrodinger Portfolio Update: 2 December 2024
November was an excellent month for the Schrodinger as it increased more than 5% during this period. For new readers to the ITA blog, the Schrodinger is based with Schwab and is known as an Intelligent Portfolio. I refer to this type of portfolio … [Read more]
Rutherford Portfolio Review (Tranche 3): 29 November 2024
It was a holiday-shortened week in the US equity markets but stocks followed the seasonal bullish trend often seen over the days going into Thanksgiving: The SPX (S&P 500 Index) was up ~1.4% from last week's close and is sitting at 6032 and … [Read more]
Rutherford Portfolio Review (Tranche 2): 22 November 2024
US equities recovered from last week's pullback and bounced to test the 6000 level in the SPX (S&P 500 Index): Prices were up ~2% from last week's close and this placed US Equities near the top of the asset classes in terms of relative … [Read more]
Rutherford Portfolio Review (Tranche 4): 8 November 2024
As investors we have to ignore the polititians and focus on the impact of policy on the markets. Obviously, Trump's victory is seen positively by the majority of investors as being good for the markets - at least for now. Last week I suggested that … [Read more]
Copernicus Portfolio Review: 8 November 2024
Copernicus is one of my favorite portfolios for young investors or someone who has a 15-year or longer investment horizon. The philosophy behind the Copernicus is to invest in U.S. Equities and never sell unless there is an emergency. Since the … [Read more]
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