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...]
Copernicus Portfolio Review: 4 June 2024
Copernicus is one of two portfolio I highly recommend for working young folks who have little time to spend on portfolio management. The other obvious choice is the Schrodinger. The goal of the Copernicus is to invest in U.S. Equities and never … [Read more]
Rutherford Portfolio Review (Tranche 1): 31 May 2024
Apologies for being late with this week's review, I had an emergency and had to go out of town for the weekend and only returned late last night. Last week was not a great week for US equities with the S&P Index closing the … [Read more]
Intelligent Portfolio – Schrodinger: 3 June 2024
Before moving into the Schrodinger update, register as a Guest and wait to be elevated to the Platinum level if you wish to read all blog posts. Schrodinger is the Schwab Intelligent Portfolio up for review this morning. As a reminder to new … [Read more]
Bullish Percent Indicators: 31 May 2024
Friday's uptick near the market close was insufficient to counter the broad decline in the major indexes and sectors of U.S. Equities. I assumed we might see a few sectors turn bullish based on the surge late Friday. Not so. Only one index and one … [Read more]
Huygens Asset Allocation Portfolio Update: 30 May 2024
Huygens is one of three portfolio operating under the Asset Allocation investing model. The other two are the Pauling and Schrodinger. The Schrodinger is slightly different in that computers are used to manage the allocations. Only recently did I … [Read more]
Pauling Asset Allocation Portfolio Review: 29 May 2024
Pauling is a recent Asset Allocation portfolio as performance has been a disappointment. Thus the change. If this Asset Allocation model does not show improvement over the next few months I'll recommend shifting this portfolio to a Schwab … [Read more]
Gauss Sector BPI Portfolio Review: 27 May 2024
Sending best wishes to all readers on this Decoration Day. Gauss is the Sector BPI portfolio up for review. This particularly portfolio is set up with an expanded investment quiver that includes developed international equities … [Read more]
Rutherford Portfolio Review (Tranche 4): 24 May 2024
It was not a good week for US Equities as the S&P 500 Index banged it's head against the 5300 barrier all week and closed ~0.2% lower than last weeks close: Prices are still in an uptrend channel and sitting near the all-time highs. It … [Read more]
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