What advice would you give a grandparent who would like to launch a retirement portfolio for one or more grandchildren? To begin the discussion, assume the proposed gift is $25,000. Should it be given as a lump sum or spread out over a period of time? Here are … [Read More...]
Rutherford Portfolio Review (Tranche 1): 20 October 2023
It was a bad week for equities with the SPX (S&P 500 Index) dropping ~2.5% on the week: We are now back in the potential support zone (shaded area) near the prior pivot low at ~4200 and close to the bottom of the 2SD boundary of the … [Read more]
Kepler Portfolio Transition: 21 October 2023
As promised this Kepler review begins the transition from the Relative Strength model to the Sector BPI Plus model. I've simplified the Investment Quiver as readers will see in a moment. The Investment Account Manager (IAM) only holds end … [Read more]
Copernicus Portfolio Review: 17 October 2023
Copernicus is the portfolio up for review this morning. If you have been reading the ITA blog for any length of time you are well aware of the simple investing philosophy behind the Copernicus. Save, invest in U.S. Equities and forget. Ride out … [Read more]
Rutherford Portfolio Review (Tranche 4): 13 October 2023
The week started with a continuation of the recovery bounce that we saw at the end of last week - but this was to be negated on Thursday and Friday with the earlier gains being given back and US equities closing the week only ~0.25% … [Read more]
Rutherford Portfolio Review (Tranche 3): 6 October 2023
We started the week with a continuation of the recent bearish trend and a test of the 4200 support level in the SPX, but Friday's strong bounce led to a ~0.25% higher close from last week's close.: However we are now re-testing the 4300 level … [Read more]
Bullish Percent Indicator Data: 6 October 2023
Based on Bullish Percent Indicator (BPI) data we still seem mired in the "Dog Days of Summer." The BPI graphs would look even worse if it were not for the strong day on Friday. As readers will see in a moment, the Friday rebound … [Read more]
Schrodinger Portfolio Update: 6 October 2023
Yesterday I received notification from Schwab that the Intelligent Portfolio had been rebalanced. Since this is a rather infrequent event I decided to update the Schrodinger to see what changes occurred. There are a number changes and one would … [Read more]
Franklin Sector BPI Portfolio Review: 2 October 2023
Several Sector BPI Plus portfolios are scheduled for review this week. Franklin is the first. I checked the BPI data this morning and it is too early for any Monday data to show up. I expected to see the market move up based on the U.S. Government … [Read more]
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