This is a quick update of the Copernicus, an equity only portfolio. The strategy of the Copernicus is designed for the young investor who has a long-term view of the U.S. Equities market. Add money when available and use that cash to purchase shares of ESGV or VTI. Avoid selling. Only add to existing shares and let the market run. Copernicus Security Recommendation The only reason for … [Read More...]
Carson Trio Reviews: 31 March 2022
With the first quarter of 2022 history, it is time to update the Carson Trio. These three portfolios are an experiment where three investing models, built into the Kipling spreadsheet, are under investigation. The three models go by … [Read more]
Rutherford Portfolio Review (Tranche 4): 25 March 2022
Last week I commented that we had just broken out of the recent downtrend channel (but maybe not far enough to feel confident that we were totally out of it) but this past week saw a continuation of the bullish "bounce": and US equities ended the … [Read more]
Pauling Portfolio Review: 25 March 2022
Early in March the Pauling portfolio ranked #12 out of 16 in IRR performance and #8 when calculating for risk. For comparison, the Schrodinger ranked #5 in IRR and #9 on a risk adjusted basis. I plan to post an update on the performance numbers … [Read more]
Franklin Portfolio Update: 23 March 2022
Next to the youngest of the ITA portfolios is the Franklin, launched at the end of November of 2020. This launch date is the reason the performance data uses 11/30/2020 as the starting date. Only the Copernicus, launched this past January is … [Read more]
Galileo Portfolio Review: 22 March 2022
The Dual Momentum™ Galileo portfolio is scheduled for review this afternoon. A few settings are important to consider. The obvious setting are: 1) The investing model is set to DM. 2) The VTI target filter is turned off. Less obvious is the … [Read more]
Darwin Portfolio Review: 18 March 2022
The Darwin Portfolio is a basic "Core" portfolio of five ETFs that are adjusted only occasionally as allocations go out-of-balance based on Risk Parity requirements. Superimposed on this is a holding in volatility-base assets that is designed to act … [Read more]
Rutherford Portfolio Review (Tranche 3): 18 March 2022
US Equities had a strong week with the S&P 500 Index ending the week ~5.5% higher than last week's close: Prices have broken out of the downward trend channel but are sitting at the 440-445 level that may offer strong resistance and push … [Read more]
Bullish Percent Indicators: 19 March 2022
Normally, I don't use this Bullish Percent Indicator (BPI) data to manage or influence portfolio management decisions. I use it to give a broad view of how the U.S. Equities market is performing. However, I did take advantage of BPI data when the … [Read more]
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