Copernicus is the equity portfolio scheduled for review this morning. Based on an over priced U.S. stock market I shifted the emphasis slightly, moving from the S&P 500 (VOO) over to several dividend oriented ETFs. Below you see a significant percentage of the portfolio focusing on VIG, SCHD and VYM. … [Read More...]
Bullish Percent Indicators: 2 June 2023
Friday's strong market turned out to be a positive injection for the U.S. Equities market. International ETFs benefited as well. This reaction to the debt limit solution is reflected in the first screenshot below. What is somewhat surprising is … [Read more]
Schrodinger Portfolio Review: 1 June 2023
The Schrodinger is an excellent portfolio to lead off June as it is a "no decision" portfolio designed for investors who have no interest in the workings of the stock market. Managed by computers at Schwab, the Schrodinger is known as a Robo Advisor … [Read more]
Bethe Portfolio Review: 30 May 2023
Before getting into the review of the Bethe portfolio the photo above reminds me of when Memorial Day was referred to as Decoration Day. This was a day to decorate graves, particularly of fallen war soldiers. Small towns celebrated the day with a … [Read more]
Rutherford Portfolio Review (Tranche 5): 26 May 2023
US Equities are still having a problem getting through the resistance zone at ~4200 level - despite the strong performance of techology stocks over the past week. The S&P 500 index (SPX) had a volatile week with a small gain: that keeps US … [Read more]
Franklin Sector BPI Plus Update: 26 May 2023
Franklin is the Sector BPI portfolio I'm examining today. Before progressing further I need to warn readers that Yahoo once again fiddled with their downloading codes so the Kipling data is not current. In fact it is a week old. This problem poses … [Read more]
Rutherford Portfolio Review (Tranche 4): 19 May 2023
US equities showed strong performance over the past week - particularly in the last 2 days: and price seems to be moving nicely in the uptrend channel that began last October. However, although we seem to be through the 50% retracement line at ~4150 … [Read more]
Copernicus Buy & Hold Portfolio Review: 18 May 2023
Copernicus is the only Buy & Hold portfolio managed here on the ITA blog site. Diversification comes from holding hundreds of companies in the United States. If one prefers to further diversify this portfolio one would add International … [Read more]
Hawking Portfolio Review: 12 May 2023
The Hawking Portfolio is essentially a Buy-And-Hold "Income" Portfolio built from Closed-End-Funds. Normally. the only actions required are to re-invest dividends into the Funds so as to maximize the benefits of compounding. At present, the … [Read more]
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