The Hawking Portfolio does not require a lot of attention as it is designed more as a Buy-And-Hold Portfolio to generate "Income" rather than to rely primarily on "growth" as required in more common equity portfolios. Although there may be … [Read More...]
Hawking Portfolio Review: 1 December 2023
The Hawking Portfolio is another portfolio that I haven't reviewed for some time (4 months) - so it's about time for an update. The Hawking is essentially a Buy-And-Hold portfolio built from Closed-End-Funds (CEFs) that doesn't require much … [Read more]
Kahneman-Tversky Portfolio Review: 1 December, 2023
The Kahneman-Tversky (K-T) Portfolio is another simple portfolio that requires very little attention and few adjustments. No adjustments have been made in the past 3 months since the last review on this site. Performance to date looks like … [Read more]
Darwin Portfolio Review: 1 December 2023
The Darwin Portfolio is a portfolio that I try not to adjust too often and it has been 3 months since I last posted a review of this portfolio so it's time to take a look at how it has been performing in that … [Read more]
Rutherford Portfolio Review (Tranche 3): 1 December 2023
Action in US equity markets was pretty muted this week with consolidation just below resistance (and prior pivot high) at ~4600: It will be interesting to see whether Santa can pull us above this resistance zone and towards the all-time … [Read more]
Schrodinger Portfolio Review: 1 December 2023
Are you looking for a portfolio that requires no decisions? If so, the Schrodinger is for you. This portfolio was initially set up to answer the question - "Who Will Manage the Family Portfolio When I Die? The following analysis of this Robo … [Read more]
Sector BPI Portfolio Report: 27 November 2023
For some reason I keep thinking the Sector BPI model is close to two years old. In fact, the Carson Sector BPI model was launched a little over a year ago. A number of ITA portfolios held shares in Real Estate (VNQ) nearly from the very first … [Read more]
Rutherford Portfolio Review (Tranche 2): 24 November 2023
It was a relatively quiet week in US markets as many investors celebrated Thanksgiving: The SPX is still sitting below the resistance zone at ~4600 that we really need to see broken before the recent uptrend channel can be considered … [Read more]
Bullish Percent Indicators: 24 November 2023
This was a good, but not stellar week for U. S. Equities. Nearly every index and sector Bullish Percent Indicator (BPI) either gained or held steady this week. The one major change happened in the Financial sector as it moved into the overbought … [Read more]
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