It was another bullish week in the US Equity markets with the SPX (S&P 500 Index) again hitting new all-time highs: Despite the 3-month sideways consolidation through May-July (Sell in May and go away ....) we are still clearly in an uptrending market with higher lows and higher highs. Relative to other major asset classes: US Equities landed in the middle of the pack being outperformed … [Read More...]
Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 3: Generating additional Income and Hedging
In Part 1 of this series of posts on how I intend to construct and manage the Rutherford-Darwin portfolio going forward I identified the nine ETFs that I would be using to populate the portfolio. I also indicated that, rather than holding all nine … [Read more]
Millikan Portfolio Review: 27 May 2025
On again, off again tariff threats are constantly roiling the stock and bond markets. This morning the direction happens to be to the upside. When in a dark room filled with furniture - stand still. That is the attitude businesses have as it is … [Read more]
Bethe Portfolio Review: 23 May 2025
Bethe is another portfolio using the truncated asset allocation model. A maximum of five Exchange Traded Funds (ETFs) are used to populate the Bethe. The down market this morning resulted in selling shares of VOO and investing in SHV, a short-term … [Read more]
Einstein Portfolio Review: 21 May 2025
Einstein is one of several portfolios using a truncated Asset Allocation investing model. This is a new and simplified approach in the hopes of setting this portfolio on a stronger performance course. As with many of the other ITA portfolios, I am … [Read more]
Kepler Portfolio Review: 21 May 2025
Followers of the Kepler will note major changes in the portfolio makeup. The latest asset allocation is income driven as I am using a number of Closed-End-Funds (CEFs) to augment VOO and SCHD. For more information on CEFs check out the latest … [Read more]
Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 2: Asset Allocation and Risk Management
In part 1 of this series of posts on how I intend to construct and manage the Rutherford-Darwin portfolio going forward, I identified the nine ETFs that I would be using to populate the portfolio. I also indicated that, rather than holding all nine … [Read more]
Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 1: Outline of New Structure and Strategies to be Used
Over the years we have described a number of systems for portfolio construction and management that might be considered by anyone interested in spending a little time to manage their own money. These vary from very simple “Buy-and-Hold” portfolios, … [Read more]
Closed End Funds (CEFs): 19 May 2025
Have you been following the Hawking Portfolio? If not, you may want to give a close looking to this unique approach to investing. If income is of interest then investing in Closed End Funds (CEFs) is definitely an option. Before launching into … [Read more]
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