Gauss is the asset allocation portfolio up for review this morning. As readers will see in the first screenshot, the Gauss focuses on value equities and dividend producing ETFs. The large cash holding is temporary as limit orders are in place to pick up more shares. Check the second screenshot. If you are not able to read this blog, register as a subscriber. The ITA blog is free to all … [Read More...]
Darwin 2026 Portfolio Review: 21 August 2026
US markets took a break this week with no new all-time highs: The SPX (S&P 500 Index) has pulled back ~1.5% to test previous highs at ~7620 and we will wait to see whether this previous resistance (now potential support) level holds and we … [Read more]
Millikan Portfolio Review: 20 August 2026
If you are looking for a conservative portfolio look no further than the Millikan. Before digging into the Millikan details, just a word about the above photo. There is an 11 million dollar renovation project under way where we are living and the … [Read more]
Copernicus Portfolio Update: 18 August 2026
For a number of years the management model for the Copernicus was to invest in the S&P 500 or similar broad based index ETFs. In the last few months as the U.S. Equities market hit new high after new high I stepped back from investing so heavily … [Read more]
Gauss Portfolio Update: 17 August 2026
Gauss is the Asset Allocation portfolio up for review today. Changes since the last review show a move from holdings in gold to short-term treasuries. The idea is to provide more income in addition to preparing for a possible market correction. A … [Read more]
Darwin 2026 Portfolio Review: 14 August 2026
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 … [Read more]
Kepler Portfolio Update: 14 August 2026
Kepler is the portfolio scheduled for an update this morning. The major decision at this point is how to best bring the various asset classes closer to the target percentages. Within the last few days shares of SCHO and SGOV were added to the … [Read more]
Carson Sector BPI Portfolio Update: 12 August 2026
Up for review this morning is the Carson, one of three portfolios managed using the Sector Bullish Percent Indicator (BPI) investing model. Carson is one of the better performing ITA portfolios. However, it has yet to experience a major market … [Read more]
Einstein Portfolio Update: 10 August 2026
To simplify is the direction I am taking the Einstein. A number of adjustments took place since the last review of this less than stellar performing portfolio. … [Read more]
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