Einstein is entering its fourth month operating under a new asset allocation mix of ETFs. The revised allocation is designed to withstand a major equity draw-down. Here is information on the first three months of operation. June: Loss of 0.92 percent (-0.92%) July: Gain of 1.54 percent (1.54%) August: Gain of 1.58 percent (1.58%) As readers you will see that the portfolio is … [Read More...]
Recession: Will Equities Drop In The Next 18 Months?
There are two reasons for posting this blog. With Recession in the title, readers a year from now can Google the word and come up with this post showing when ITA was sounding the alarm for the coming recession - or worse. In fact, I have been … [Read more]
Kepler Portfolio Review: 17 November 2025
Kepler is one of the poorest performing portfolios tracked here at ITA. Hence, a major shift in the asset allocation. In preparation for the anticipated recession (or worse} I am revamping the asset allocation. Simplification is the direction I am … [Read more]
Darwin Portfolio Review: 14 November 2025
It was a fairly uneventful week in the US equity markets with the SPX (S&P 500 Index) still in a consolidation mode in the 6600-6900 zone and closing essentially unchanged on the week: … [Read more]
Copernicus Portfolio Review: 14 November 2025
As you move through this update of the Copernicus, don't neglect to listen to the video linked at the bottom of the page. There are other YouTube videos also explaining the seven stages that align before a major market draw-down. Since the … [Read more]
Pauling Portfolio Review: 13 November 2025
Pauling is one of several portfolios recently converted to the Asset Allocation management model. While the assets may vary slightly from portfolio to portfolio, the general management model is the same. Select Exchange Traded Funds (ETFs) that … [Read more]
McClintock Sector BPI Portfolio Review: 11 November 2025
The McClintock is positioned much the same as it was last month. Materials and Consumer Staples are the sectors of interest. Several other sectors dipped into the 30% bullish zone and I set some limit orders to purchase one-half the target … [Read more]
Einstein Asset Allocation Portfolio Review: 10 November 2025
No immediate changes are recommended for the Einstein as there are no Buy recommendations. Available cash is invested in short-term treasuries or SHV. … [Read more]
Darwin Portfolio Review: 7 November 2025
US equities lost a little ground this week with the SPX (S&P 500 Index) closing ~2% lower than last week's close: … [Read more]
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