McClintock is the Sector BPI portfolio up for review this morning. As mentioned in Forum entries, several changes occurred recently and even more since the update last month. Eliminating sectors holding a single share, the McClintock now is holding five sectors. They are: Materials, Discretionary, Staples, Industrials, and Utilities. McClintock Sector BPI Holdings Each of the … [Read More...]
Gauss Asset Allocation Portfolio Review: 5 February 2025
Gauss is not scheduled for a review until later this month, but since I am shifting this account from a Sector BPI investing model over to a simplified Asset Allocation investing model, I need to get started on the rebalancing process. The following … [Read more]
Bethe Portfolio Review: 4 February 2025
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]
Rutherford-Darwin Portfolio Review: 31 January 2025
DeepSeek attempted to take US Equities (specifically tech stocks) to the Deep Six on Monday - but markets recovered mid week only to show weakness again on Friday: Overall, the SPX (S&P 500 Index) was down ~1% over last Friday's close. However, … [Read more]
Franklin Portfolio Review: 31 January 2025
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]
Huygens Asset Allocation Portfolio Review: 30 January 2025
“The stock market is a device to transfer money from the impatient to the patient.” - Warren Buffett Huygens is another asset allocation portfolio that has been using this well-known investment model for a little less than one year. The portfolio … [Read more]
Bohr Portfolio Review: 27 January 2025
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]
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]
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