It was another bullish week in the US Equity markets with the SPX (S&P 500 Index) again hitting new all-time highs: Despite the 3-month sideways consolidation through May-July (Sell in May and go away ....) we are still clearly in an uptrending market with higher lows and higher highs. Relative to other major asset classes: US Equities landed in the middle of the pack being outperformed … [Read More...]
Huygens Portfolio Update: 18 December 2025
Huygens is the asset allocation portfolio up for review this morning. This portfolio is set up to "resist" taking too big a hit when the correction or recession sets in sometime over the next 12 to 18 months. A correction or recession is certainly … [Read more]
Millikan Portfolio Review: 16 December 2025
Millikan is the asset allocation portfolio up for review this morning. In preparation for a possible correction or recession, I shifted the asset allocation so the portfolio holds a higher percentage of ETFs to those that have lower annualized … [Read more]
McClintock Sector BPI Portfolio Review: 15 December 2025
McClintock is the Sector BPI portfolio up for review this morning. The three Sector BPI portfolios are investment models unique to the ITA blog. For more information on this model, go to the Categories menu found in the right sidebar and look for … [Read more]
Darwin Portfolio Review: 12 December 2025
As we wind down a year that has been generally bullish, following the 20%+ pullback in prices resulting from reactions to the tariff scare in March, we are consolidating near all-time highs in the SPX (S&P 500 Index) with resistance being seen at … [Read more]
Copernicus Portfolio Update: 14 December 2025
Copernicus is an equity oriented portfolio designed for young investors or folks who have 10 to 15 years of investing ahead. Investors in retirement who are still able to save a modest amount each month are encouraged to use this asset allocation … [Read more]
Pauling Portfolio Review: 11 December 2025
Pauling is the asset allocation portfolio up for review today. I added one significant ETF to this portfolio and it is the Exchange Traded Fund, RSP. RSP is an equal-cap asset. Why include this security? "For equal-cap investing, the most … [Read more]
Bethe Portfolio Review: 8 December 2025
Bethe is the next asset allocation portfolio up for review. Note the new array of assets as this change is designed to create a "recession resistant" portfolio by increasing lower volatile Exchange Traded Funds (ETFs) and to increase the monthly … [Read more]
Darwin Portfolio Review: 5 December 2025
US Equities continued their slow drift higher on average volume this week, with the SPX (S&P 500 Index) closing the week ~0.3% higher than last weeks close and ~ 50 points below the all-time highs reached on 29 October : … [Read more]
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