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Pauling Portfolio Update: 13 July 2026

  The Pauling is another portfolio undergoing asset allocation changes in an effort to both improve performance while providing additional protection against a major market draw-down.  Interest rates moved up for the 30-year bond as there were fewer buyers.  Higher interest rates do not bode well for the market.  However, the U.S. Equities market continues to shed negative news and just … [Read More...]

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Portfolio Management

Rutherford Portfolio Review (Tranche 1): 28 April 2023

A relatively uneventful week in US equites, despite the high day-to-day volatility, with the SPX (S&P 500 Index) up a little over 0.5% from last week's close: The index is still banging its head against the 50% retracement resistance zone that has been difficult to penetrate a number of times over the past few months. However. we did manage to close slightly above the 4160 level so we'll … [Read More...]

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Copernicus Portfolio Review: 21 January 2025

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"An investment in knowledge pays the best interest." - Benjamin Franklin Copernicus is one of the easiest portfolios to manage as all one does is invest available cash in U.S. Equities.  Never sell unless there is an absolute emergency. If one were … [Read more]

Einstein Portfolio Review: 16 January 2025

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Of the thirteen (13) portfolios I track here on the ITA blog, Einstein is the poorest performer based on both return and risk.  As readers will recall, the owner of this portfolio needed resources for educational purposes and those funds were … [Read more]

Millikan Portfolio Review: 15 January 2025

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"Millikan is a portfolio that focuses on asset allocation and tax reduction strategies. It provides insight and recommendations for optimizing investment portfolios and minimizing tax liabilities. Through meticulous analysis and expert guidance, … [Read more]

Gauss Portfolio Review: 14 January 2025

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The following paragraph within the quotes was AI generated.  "Hello! We hope this message finds you well. We are excited to share with you our latest portfolio review. Our team has been working diligently to analyze the market trends and fine-tune … [Read more]

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