Copernicus continues to be the top performing portfolio tracked here on the ITA blog. Two changes I made since the last review were to replace VIG with shares of RSP and SGOV. SGOV is a short-term treasury and will overlap with SCHO. RSP is an S&P 500 ETF, but instead of cap weighted it is an equal weight security. In other words, RSP gives equal weight to all 500 stocks found in the … [Read More...]
Rutherford-Darwin Portfolio Review: 24 January 2025
Another bullish week in US Equities with the SPX (S&P 500 Index) closing the week ~1.7% higher than last week's Close despite weakness on Friday: So much for the predictive powers of "Head and Shoulders" patterns - but wait - maybe it's a … [Read more]
Kepler Asset Allocation Portfolio Review: 24 January 2025
Kepler is a typical portfolio in that the investing model is based on the classic asset allocation model. The Schrodinger is another asset allocation portfolio, although the securities used to populate the portfolio are different. In addition, the … [Read more]
Pauling Asset Allocation Portfolio Review: 22 January 2025
Asset Allocation is a long-standing portfolio management model. What sets such portfolios apart is the choice of assets used to populate the portfolio. Readers will find the Pauling is well diversified across many different asset classes giving … [Read more]
Copernicus Portfolio Review: 21 January 2025
"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]
Rutherford-Darwin Portfolio Review: 17 January 2025
First, a look at the performance of US Equities over the past week shows that the initial weakness seen at the Open on Monday quickly turned around to see US Equities finish the week ~ 3% higher than last week's close: After dropping out of the … [Read more]
McClintock Sector BPI Portfolio Review: 17 January 2025
Checking the Bullish Percent Indicator (BPI) data this morning, only Materials is oversold. This sector, like most of the other 10, moved up since purchasing VAW. Utilities and Energy moved above the 30% bullish line. We need to keep a watchful … [Read more]
Einstein Portfolio Review: 16 January 2025
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
"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]
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