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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 market with higher lows and higher highs. Relative to other major asset classes: US Equities landed in the middle of the pack being outperformed … [Read More...]

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Portfolio Management

Rutherford Portfolio Review (Tranche 2): 20 January 2023

It's the year of the Rabbit and we're hopping around tentatively trying to find a direction for the markets in 2023: I've updated the trend channels in the above figure, since these are somewhat discretionary, but it is not clear whether we are still in a downtrend (sitting at the top of the downtrend channel) or maybe entering a new uptrend (sitting at the bottom of the short-term uptrend … [Read More...]

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Bethe Portfolio Review: 4 February 2025

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With chaos emerging from the "Dunning-Kruger Administration" every day, what should investors be doing with their retirement accounts?  A reasonable question.  If you are young and are taking the long view, root for the market to decline so you can … [Read more]

Franklin Portfolio Review: 31 January 2025

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Franklin is the Sector BPI portfolio up for review this last day of January.  Of the portfolios I track here on the ITA investment blog, the Sector BPI investing model requires the most attention to details.  Even so, it is a rather simple investing … [Read more]

Bohr Portfolio Review: 27 January 2025

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The most important key to successful investing can be summed up in just two words - asset allocation. Michael LeBoeuf With few exceptions such as Developed International Equities (VEA) the Bohr portfolio is gradually coming into balance.  In a few … [Read more]

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