Gauss is another ITA portfolio waiting for a major market correction. As currently structured the income is nearly 3.4% and those dividends will be used judiciously to bring asset classes well below target up closer to target. There is no hurry to this process until we see a market correction. A market correction is defined as a 10% reversal from the market high. I've seen projections the … [Read More...]
Bullish Percent Indicators: 10 January 2025
Based on the slamming U.S. Equities experienced yesterday and most of this past week I thought it best to see how the Bullish Percent Indicators (BPI) data reacted. Would any new sectors show up as a buy or did any sectors dip below the 30% bullish … [Read more]
Kahneman-Tversky Portfolio Review: 8 January 2025
At the end of every year (at least) I take a look at my portfolios and ask myself the question - "Is it worth the effort trying to actively manage my portfolios rather than simply holding an Index fund ?" (for example). As we see in many of our … [Read more]
Hawking Portfolio Review: 8 January, 2025
Not a lot of action here as this is essentially a Buy-And-Hold Portfolio with a re-investment of dividends ($2,000+ since the last review). Current holdings look like this: with an anticipated 12% annual yield - or over $1,000 per month "income" … [Read more]
Einstein Portfolio Update: 8 January 2025
As we move into 2025 portfolios such as the Einstein will move toward greater simplification. After a number of years of observation it is the most basic of asset allocation portfolios that are performing best, both from Internal Rate of Return data … [Read more]
Rutherford Portfolio Review (Part 2 – Options): 6 January 2025
After making a mandatory ~$20,000 withdrawal from the Rutherford Portfolio, that I had been managing using a strict momentum model, I was left with ~$70,000 for future investment. Going forward into 2025, and beyond, I plan to split these funds into … [Read more]
2025: A Year To Simplify
Just as Hedgehunter is making a few portfolio changes, 2025 is a year for a few changes in several ITA portfolios. Those that will remain unchanged, at least for now, are: Copernicus, Schrodinger, and Carson. Each of these three portfolios uses a … [Read more]
Darwin Portfolio Review: 3 January 2025
I do not post a review of the Darwin Portfolio very often because I rarely adjust it and it behaves, for the most part, like a Buy-And-Hold Portfolio. The Portfolio holds a handful of ETFs covering different market segments to provide diversification … [Read more]
Bethe Asset Allocation Update: 6 January 2024
Bethe is the Asset Allocation portfolio up for review this morning. The last five weeks have not been what we wish for in portfolio performance and the weakness is showing up in this update of the Bethe. Unrest in the energy sector continues to … [Read more]
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