Merry Christmas Copernicus is the last portfolio up for review before Christmas. The major change is to reduce holdings in VOO and shift the percentage over to RSP. The reason for this move is to reduce exposure to mega-cap stocks that are over-valued and to increase exposure to mid- and … [Read More...]
Rutherford Portfolio Review (Tranche 1): 17 February 2023
My apologies for not posting a Tranche 5 review last week but adjustments were made as reported below. Now that I am back from my travels, with reliable internet connections, I will get back to my regular posting schedules. US equities closed … [Read more]
Carson Portfolio Review: 20 February 2023
Earlier this morning I posted BPI data and that information will impact the four Sector BPI portfolios, the Carson being one. This review will lay out the process I go through when working with a Sector BPI portfolio. From the BPI data … [Read more]
Celebrating 15 Years of ITA Wealth Management: 14 February 2023
In addition to Valentine's Day, today is the 15th anniversary of the launch of ITA Wealth Management. Investing evolution is evident since my first blog back in 2008. As you may recall, the stock market was in free-fall that year and it extended … [Read more]
Huygens Portfolio Review: 9 February 2023
As one of three income oriented portfolios, the Huygens turned in an excellent January with a gain in excess of 11.0%. I don't anticipate this increase will continue. This review or update will show a few necessary changes as two Closed-End-Funds … [Read more]
Kahneman-Tversky Portfolio Review: 3 February 2023
The Kahneman-Tversky Portfolio is a simple Dual Momentum Portfolio that needs little management/adjustment. It is split into two portions - one that is relatively slow in reacting to changes in market conditions - the Kahneman portion - and one that … [Read more]
Rutherford Portfolio Review (Tranche 4): 3 February 2023
US Equities had another strong week with the S&P 500 Index up close to 2% on the week and ~7.7% in the month from the closing price on 31 December 2022: We have now taken out … [Read more]
Carson Portfolio Review: 1 February 2023
Welcome to February. We are two days away from the mid-point of winter in the northern hemisphere. What better way to open the month than to review the Carson portfolio. Depending on your holdings in a Sector BPI portfolio, there may be a few … [Read more]
Rutherford Portfolio Review (Tranche 3): 27 January 2023
It was a bullish week for US equities with the SPX up over 2.6% on the week: and touching (but not closing above) the 4100 level that might indicate a reversal of the 2022 downtrend. In terms of relative strength, US equities outperformed all … [Read more]
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