Huygens is one of two portfolios using an expanded Asset Allocation (AA) management model. The other is the computer managed Schrodinger or Schwab's Intelligent Portfolio. Over the past month the Huygens lost a bit of ground to its benchmark, the AOR security. Most likely the AOR … [Read More...]
Bethe Asset Allocation Portfolio Review: 25 February 2025
Bethe is a rather new Asset Allocation portfolio and as such has a long way to go before the various asset classes are in balance. Asset classes that are far above their target percentages are for sale while lower volatility asset … [Read more]
Rutherford-Darwin Portfolio Review: 21 February 2025
After hitting new all-time highs on Wednesday, US Equities collapsed on Friday with prices now sitting on the lower boundary of the longer-term uptrend channel: Thus, we remain in the choppy sideways consolidation range that we have been in for the … [Read more]
Gauss Asset Allocation Portfolio Review: 19 February 2025
Gauss is one of the portfolios converted from the Sector BPI investing model over to a simplified Asset Allocation investing model. This will reduce workload as well as shift investments toward a more conservative asset allocation. As with the … [Read more]
Rutherford-Darwin Portfolio Review: 14 February 2025
It was another week of choppy sideways movement in US equities although the SPX did close higher by ~1.5% and close to the all-time highs that have been providing strong resistance over the past 3 months: However, we remain well within the bullish … [Read more]
Carson Sector BPI Portfolio Review: 14 February 2025
Happy Valentine's Day Today marks the 17th anniversary of the ITA Wealth Management blog. Posts do not go back to 2008 as the site was hacked around 2013 by a Swedish hacker causing the loss of over 1000 … [Read more]
Kepler Portfolio Review: 13 February 2025
Kepler is the small portfolio up for review this morning. The owner is rebuilding this portfolio as it looks like all educational expenses are in the rear view mirror. As readers will see in the following update, this portfolio is finally coming … [Read more]
Rutherford-Darwin Portfolio Review: 7 February 2025
Another rather volatile week in US equity markets with no clear indication of a short-term trend: ..... although we remain in the longer term uptrend channel that started last May. We have now been churning sideways for the past 3 months. US … [Read more]
Bullish Percent Indicators: 7 February 2025
Bullish Percent Indicator data was last published on January 10th of this year. There was little need to publish anything over the last month as no sector action impacted any of the Sector BPI portfolios. There was one day when Staples … [Read more]
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