Carson is the Sector BPI portfolio up for review today. The single significant sector move occurred with the Industrial section of the S&P 500. Industrials came within a whisker of moving into the oversold zone so I used available cash to add 10 shares of VIS to the Carson. No new sell orders are in place. Carson Sector Holdings Below are the current Carson holdings. Several sectors were … [Read More...]
Rutherford-Darwin Portfolio Review: 13 June, 2025
US equities attempted to test the all-time high at ~6100 but volume was not strong and there was not enough conviction to break through this important resistance level with trend and momentum indicators (MACD and RSI) sending mixed signals: … [Read more]
Huygens Portfolio Review: 13 June 2025
Huygens is a pure Asset Allocation portfolio, built around traditional asset classes with a global diversification plan. Since this review comes at a time when we are approaching the end of the second quarter, no changes are planned. After the … [Read more]
Franklin Sector BPI Portfolio Review: 12 June 2025
One benefit of Sector BPI portfolios such as the Franklin is that there is a built in capital preservation ingredient inherent in the management model. While Trailing Stop Loss Orders (TSLOs) may not be ideal, based on historical data, they are … [Read more]
Einstein Portfolio Review: 11 June 2025
Einstein, one of the truncated asset allocation portfolios, is up for review today. Since the last review shares of SCHG were sold and reinvested in SHV. The move is designed to protect capital during this period of chaos and uncertainty. The … [Read more]
Rutherford-Darwin Portfolio Review: 6 June, 2025
It was a predictable week in US equity markets with the SPX (S&P 500 Index) testing the psychologically important 6000 “round number” level: … [Read more]
Schrodinger Portfolio Review: 5 June 2025
Near the beginning of each month I generally update the Schrodinger portfolio as it requires no maintenance. Computers do all the management work as this is a Robo Advisor portfolio housed at Schwab. All the owner needs to do is save and … [Read more]
Franklin Sector BPI Portfolio Review: 4 June 2025
Franklin is the Sector BPI portfolio up for review. Included in this blog post is evidence of the viability of the Sector BPI investing model. Based on all the uncertainty surrounding the current administration I will be making some slight changes … [Read more]
Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 2A: Asset Allocation and Risk Management
In part 2 of this series of posts on how I intend to construct and manage the Rutherford-Darwin portfolio going forward (https://itawealth.com/rutherford-darwin-portfolio-restructuring-the-management-plan-part-2-asset-allocation-and-risk-management/ … [Read more]
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