Copernicus, the all equity portfolio, is back for an update or review. I've backed off from investing only in VOO or the S&P 500. Ten of the 500 stocks in the S&P 500 make up 39.1% of the entire index. Let one of the ten (10) sneeze … [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]
Bullish Percent Indicators: 27 January 2023
"Bullish percent indicators are technical analysis tools used to determine the percentage of stocks in a particular market index that are currently trading above their respective point of recognition (POR), or "bullish reversal point." These … [Read more]
Copernicus Portfolio Review: 27 January 2023
Investors looking for simplicity need look no further than the Copernicus model. All that is required is the discipline to save and invest in U.S. Equities. It is simple as that. The Copernicus is definitely a model for young investors who do not … [Read more]
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