Huygens is the asset allocation portfolio scheduled for review this morning. Since I first started this blog shares of GLDM and IAU were sold and the money was reinvested in short-term treasuries, SCHO. This move will lower the portfolio beta which in turn will elevate the Jensen Alpha value. Huygens Asset Allocation Model Limit orders are in place to purchase more shares of VTI and VYM. … [Read More...]
Rutherford Portfolio Review: 27 December 2024
It was a rather uneventful week in the US Equity markets with relatively low volume as a consequence of the holidays. However, the SPX (S&P 500 Index) did manage to close the week ~0.5% higher than last week's close despite a weak day on … [Read more]
Millikan Sector BPI Portfolio Review: 27 December 2024
We are fast closing out 2024. The year is ending in a whimper as the Santa Claus rally did not materialize. At least not for the ITA portfolios. The Millikan is one Sector BPI portfolio to watch as the Internal Rate of Return (IRR) nearly matches … [Read more]
Kepler Asset Allocation Portfolio: 23 December 2024
Merry Christmas Kepler is the last portfolio to be reviewed before Christmas. This data is accurate as of the 23rd. The owner of this portfolio needed cash during the recent bull market or not the best time to sell assets. Now the portfolio … [Read more]
Bohr Asset Allocation Portfolio Review: 20 December 2024
Sending all readers a Merry Christmas. This will be a slow week for blog writing as only Kepler and Millikan are scheduled for reviews. This update of the Bohr portfolio will not show much action other than a limit order was struck to sell shares … [Read more]
Rutherford Portfolio Review (Tranche 2): 20 December 2024
Mr Powell seems to be the Grinch who stole Christmas and blocked Santa's rally to the 6200 level. Investors did not react well to Mr Powell's statements that there might only be two rate cuts next year and US markets dropped close to 4% following his … [Read more]
Bullish Percent Indicator Data: 20 December 2024
The waiting is over as the market decline this week pushed two sectors into the oversold zone. In addition to the two recommended purchases there is a third sector on the brink of an oversold condition. In the next screenshot readers will see that … [Read more]
Copernicus Portfolio Review: 19 December 2024
Keep it simple is the philosophy of the Copernicus portfolio. Invest only in U.S. Equities such as VOO and VTI and never sell unless there is an emergency. Keep cash levels low and expenses to a minimum. One reason for including ESGV as part of … [Read more]
Pauling Asset Allocation Portfolio Review: 17 December 2024
Dividends and the possibility of the owner adding new money create the opportunity to rebalance Asset Allocation (AA) portfolios. The Pauling is getting there as most of the asset classes are within plus or minus one percentage point (1.0%) of the … [Read more]
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