US markets took a break this week with no new all-time highs: The SPX (S&P 500 Index) has pulled back ~1.5% to test previous highs at ~7620 and we will wait to see whether this previous resistance (now potential support) level holds and we continue in the bullish uptrend channel or whether we pullback further to test the prior support level at ~7200. Relative to other major asset classes … [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]
Rutherford Portfolio Review (Part 1 – Darwin): 3 January 2025
Although this post is titled "Rutherford Portfolio Review" it is not really a review of the portfolio that I have reported on in the past as I have (officially) closed that portfolio down in order to document how it is possible to manage relatively … [Read more]
Huygens Asset Allocation Portfolio Review: 3 January 2025
Huygens is another Asset Allocation portfolio that was launched in April of 2024. In a few months we will have one year of data which will begin to provide some clues as to how well this particular array of assets perform. If 2025 turns out to be … [Read more]
Schrodinger Portfolio Review: 2 January 2025
While this Schrodinger post is going up on January 2nd, the data is accurate as of 31 December 2024. The overall performance is quite strong despite the four percentage point loss in December. This post of the Schrodinger marks the three-year point … [Read more]
Franklin Sector BPI Portfolio Review: 30 December 2024
Franklin is the final scheduled portfolio review for 2024. Instead of a Santa Clause rally we appear to merit only lumps of coal. Is the market "girding its loins" for four years of chaos? As I mentioned some time ago, we are likely to see some … [Read more]
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