Copernicus is a simple portfolio for investors with 10 to 15 years of saving years ahead. With the U.S. Equities market at or near an all-time high I pulled back a tad on investing in ETFs that hold a high percentage in the mega-cap seven to … [Read More...]
Returning To Investing Roots: 5 August 2024
This ITA Wealth Management blog has been chugging along for approximately 16.5 years. Over the last few months I've moved several portfolios back to what I call my investing roots or what is known as the Asset Allocation model. While I loosely used … [Read more]
Rutherford Portfolio Review (Tranche 2): 2 August 2024
The pullback in US Equities continued this week as prices broke below the lower boundary of the bullish trend channel that started in April: Although it is a little early to declare a correction in the trend (requires a 10% pullback) I have drawn a … [Read more]
Rutherford Portfolio Review (Tranche 1): 26 July 2024
This week we saw a correction in the prices of US equities that has taken us down from highs at the ~5800 resistance level to the lower boundary of the bullish trend channel that started in April: Despite the 2-week pullback, we are still in a … [Read more]
Schrodinger Intelligent Portfolio Review: 25 July 2024
This morning the easiest portfolio to manage is up for review. Updating the Schrodinger, a Robo Advisor portfolio, is trivial as no buy-hold-sell decisions are required as this is all done by computer algorithms. The Schrodinger was set up seven … [Read more]
Rutherford Portfolio Review (Tranche 4): 19 July 2024
US Equities saw a (predictable?) pullback over the past week closing down ~2% from last week's close: As suggested in last week's post the 5680 level in the SPX (S&P 500 Index) proved to provided significant resistance and we bounced off this … [Read more]
Rutherford Portfolio Review (Tranche 3): 12 July 2024
US Equities continued their climb to new all-time highs again this week with the SPX (S&P 500 Index) closing the week ~0.9% higher than last week's close: I am still anticipating that this ~5680 level will provide resistance although emotional … [Read more]
Hawking Portfolio Review: 5 June, 2024
The Hawking Portfolio is a High Yield "Income" portfolio that requires only a modest amount of attention other than to re-invest dividends so as to generate geometric "growth". Since the portfolio generates ~$1,000 per month and I had over $3,000 … [Read more]
Rutherford Portfolio Review (Tranche 2): 5 July 2024
Another bullish week in US Equity markets and another week with new all-time highs - the momentum continues: We finally broke through the ~5500 level in the SPX (S&P 5oo Index) that also corresponded to a ~50% extension of the prior … [Read more]
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