The Copernicus Portfolio at ITA Wealth Management: Is It a Useful Investing Method? The Copernicus Portfolio at ITA Wealth Management is worth examining if you are interested in systematic investing, portfolio diversification, and methods for managing risk during stock-market corrections. The key question is whether Copernicus provides a repeatable, evidence-based way to improve investment … [Read More...]
Schrodinger Portfolio Review: 22 July 2025
Up for review once more is the Robo Advisor or computer managed Schrodinger. No new shares were recently added despite all the dividends declared for the second quarter. Cash is building to where I expect some purchasing to take place on any market … [Read more]
Huygens Portfolio Review: 22 July 2025
Huygens is an Asset Allocation (AA) portfolio built using a conventional set of Exchange Traded Funds (ETFs) primarily from Vanguard. The AA model has only been operational with the Huygens for approximately 16 months so the history is limited. … [Read more]
Dirac Portfolio Review: 18 July 2025
With Options in XLC (Communications) expiring on Friday (18 July) I made a few adjustments to the Portfolio: … [Read more]
Rutherford-Darwin Portfolio Review: 18 July 2025
It was another relatively quiet week in the US Equity markets except for a little nervousness on Wednesday with rumors that Fed Chairman Powell might be fired by the President for not lowering interest rates - but in the end the SPX (S&P 500 … [Read more]
Carson Sector BPI Portfolio Review: 18 July 2025
Carson is the oldest Sector BPI portfolio or the one providing the best information as to how well this investing model works. As yet I have not seen another website using this investing model. If ITA readers ever spot something similar, pass the … [Read more]
Einstein Portfolio Review: 18 July 2025
Einstein is in the rebuilding stage after experiencing several withdrawals for educational purposes. The owner recently added cash. More shares of SHV were purchased and there is currently a limit order in place to purchase one more share of VOO. … [Read more]
Franklin Sector BPI Portfolio Review: 15 July 2025
Franklin is one of three Sector BPI portfolios, all named after women scientists. Since the last review of the Franklin, shares of VHT and VOX were sold out of the portfolio leaving shares in Consumer Staples (VDC) and Energy (VDE). The Franklin … [Read more]
Hawking Portfolio Review: 14 July 2025
The Hawking Portfolio does not require a lot of attention as it is designed more as a Buy-And-Hold Portfolio to generate "Income" rather than to rely primarily on "growth" as required in more common equity portfolios. Although there may be … [Read more]
- « Previous Page
- 1
- …
- 41
- 42
- 43
- 44
- 45
- …
- 185
- Next Page »