Einstein is the Asset Allocation portfolio updated this morning. Shares of SCHO were sold to raise cash to bring several new ETFs into balance. Check out the asset allocation model shown in the next data table. … [Read More...]
Carson Sector BPI Portfolio Update: 22 September 2005
We begin Fall with an update of the Carson portfolio, the original Sector BPI portfolio. When Consumer Staples dropped into the oversold zone I added more shares of VDC not realizing the Carson already held shares representing this sector. That is … [Read more]
Rutherford-Darwin Portfolio Review: 19 September 2025
It was another bullish week in the US Equity markets with the SPX (S&P 500 Index) again making new highs: We have broken through the 6450 resistance zone and are now sitting at the ~6650 level. There is still no evidence of the historical … [Read more]
Franklin Sector BPI Portfolio Review: 19 September 2025
Of the 13 portfolios I track here at ITA the three Sector BPI portfolios are the most complicated to manage as they require access to Bullish Percentage Indicator graphs. I use StockCharts for this information. Last Friday the Consumer Staples … [Read more]
Copernicus Portfolio Update: 18 September 2025
The Copernicus has essentially operated as a passive portfolio. Save and invest in broad market equity ETFs has been the philosophy up to this point. With an overvalued stock market what is the next move? I plan to swap SCHD with VYM and … [Read more]
Gauss Asset Allocation Portfolio Review: 17 September 2025
Gauss is another asset allocation portfolio that is undergoing a rebalancing process. This morning I sold off some shares of SHV so as to begin to rebuild the equity holdings such as VO, VB, VEA, VWO, and VNQ. See the process below. … [Read more]
Pauling Asset Allocation Portfolio Review: 16 September 2025
Pauling is another "easy to manage" asset allocation portfolio. All asset classes have yet to be fully populated. That should take place over the next three to six months. I am still waiting to see what the FEDs do with interest rates and how … [Read more]
Bohr Portfolio Review: 15 September 2025
This is going to be a busy two weeks for portfolio updates as ten accounts are schedule for review. This morning it is time to check in on the Bohr portfolio. As readers can see from the pie chart below, the Bohr is holding nearly the entire … [Read more]
Rutherford-Darwin Portfolio Review: 12 September 2025
US Equities hit more new all-time highs again this week as the SPX (S&P 500 Index) closed up ~1.6% from last week's close: … [Read more]
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