Bethe is the asset allocation portfolio schedule for an update this morning. This portfolio is undergoing a few changes in the asset makeup as I am setting this portfolio up, as well as several others, to withstand a potential market correction. As currently constructed the Bethe is holding too many shares of SCHD, based on the target percentage. Rather than selling shares I plan to hold the … [Read More...]
Millikan Asset Allocation Portfolio Update: 5 February 2025
The Millikan portfolio is the other Sector BPI portfolio I am switching to a simplified asset allocation investment model. It will likely take a few more reviews before the portfolio is in balance. The current beta is 0.71. When in total balance … [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]
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