The Pauling is another portfolio undergoing asset allocation changes in an effort to both improve performance while providing additional protection against a major market draw-down. Interest rates moved up for the 30-year bond as there were fewer buyers. Higher interest rates do not bode well for the market. However, the U.S. Equities market continues to shed negative news and just … [Read More...]
Rutherford Portfolio Review (Tranche 3): 29 November 2024
It was a holiday-shortened week in the US equity markets but stocks followed the seasonal bullish trend often seen over the days going into Thanksgiving: The SPX (S&P 500 Index) was up ~1.4% from last week's close and is sitting at 6032 and … [Read more]
Millikan Sector BPI Portfolio Review: 29 November 2024
Millikan is the final portfolio to be reviewed in November. One more month to close out 2024. Do to a few portfolios launched in late December of 2021, I use 12/31/2021 as the launch date for all ITA portfolios even though a few go back to the … [Read more]
Bohr Asset Allocation Portfolio Review: 27 November 2024
Bohr is another asset allocation portfolio under construction or in the process of rebuilding. In operation for nearly seven months and carrying quite a bit of cash it will require some patience before all asset classes are in balance. With a value … [Read more]
Franklin Sector BPI Portfolio Review: 26 November 2024
Franklin is one of five Sector BPI portfolios with a current holding of one sector ETF, VDE or Energy. This morning I checked the Bullish Percent Indicator for Energy and it is holding steady at 63.63% bullish. When Energy reaches the 70% bullish … [Read more]
Bethe Asset Allocation Portfolio Review: 25 November 2024
Bethe is one of the portfolios recently shifted over to the Asset Allocation (AA) model as the owner is looking for long-time "stability." Stability as best can be established for a financial account. As with the other AA portfolios, the Bethe is … [Read more]
Rutherford Portfolio Review (Tranche 2): 22 November 2024
US equities recovered from last week's pullback and bounced to test the 6000 level in the SPX (S&P 500 Index): Prices were up ~2% from last week's close and this placed US Equities near the top of the asset classes in terms of relative … [Read more]
Einstein Asset Allocation Portfolio Review: 22 November 2023
Einstein is one portfolio where the investment strategy was disrupted several times over the last four to five years as there was a call for educational expenses at a time when the market was rising. As a result, performance is not what it should … [Read more]
Huygens Asset Allocation Portfolio Review: 21 November 2024
Since the last review of the Huygens portfolio I made a few small adjustments in the asset allocation percentages. I decreased the percentages to Developed International Equities (VEA) and Emerging Markets (VWO). Those percentages were shifted to … [Read more]
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