Copernicus is a top performing portfolio as the investments were concentrated in U.S. Equities. VOO was the primary ETF used for many months. With the market over heated and the market drivers concentrated within such a few stocks I've backed off despite the excellent performance. The Copernicus is current concentrated in SCHO, SCHD and a few other dividend oriented ETFs. Copernicus Security … [Read More...]
Darwin 2026 Portfolio Review: 10 July 2026
US Equity markets rose ~1.4% this week from last week's close but remain in a consolidation range between ~7300 and 7600 in the SPX (S&P 500 Index) with ~7500 seeming to be a significant support/resistance level within this range: … [Read more]
Franklin Sector BPI Portfolio Update: 10 July 2026
Franklin is one of three Sector BPI portfolios tracked here on the ITA educational blog. Investors interested in this model should follow the Carson and McClintock portfolios as well as this one. In addition, when there is a Buy or Sell … [Read more]
Bethe Portfolio Redesigned: 9 July 2026
Bethe is one of the more interesting portfolios to track as it is undergoing a transformation when it comes to the asset allocation mix. What I am doing with this portfolio is setting up a group of ETFs that are designed to resist the coming market … [Read more]
Schrodinger Portfolio Update: 8 July 2026
Schrodinger is the Robo Advisor (RA) portfolio housed with Schwab. This computer managed portfolio is performing exceptionally well despite carrying between 7% and 8% cash at all times. I highly recommend a family include at least one RA portfolio … [Read more]
Bohr Portfolio Review: 7 July 2026
Bohr is the Asset Allocation portfolio up for review this morning. As readers will see in a moment, most of the asset classes are below target and that is intentional. With the current stock market this high and so narrowly confined to a few stocks … [Read more]
Dirac 2026 Portfolio Review: 2 July 2026
I only made one adjustment to the Dirac Portfolio this week by selling my position in XLB (Materials) as both momentum and acceleration turned negative … [Read more]
Darwin 2026 Portfolio Review: 2 July 2026
This week saw a bounce off the 50-period Exponential Moving Average (EMA) line and a continuation of the bullish trend for US Equities as prices remain in a 4-month uptrend channel in the SPX (S&P 500 Index): … [Read more]
McClintock Sector BPI Portfolio Update: 2 July 2026
McClintock is the Sector BPI portfolio due for an update. This morning I checked the Point and Figure (PnF) graphs. Energy (VDE) is still a Buy. I assume everyone purchased the required number of shares. Again, the number of shares is based on … [Read more]