Huygens is the asset allocation portfolio scheduled for review this morning. Since I first started this blog shares of GLDM and IAU were sold and the money was reinvested in short-term treasuries, SCHO. This move will lower the portfolio beta which in turn will elevate the Jensen Alpha value. Huygens Asset Allocation Model Limit orders are in place to purchase more shares of VTI and VYM. … [Read More...]
Huygens Asset Allocation Portfolio Review: 3 December 2024
Huygens is one of nine portfolios following an Asset Allocation (AA) investing model. This includes the Schrodinger as it too is built around the concept of diversification. Launched in April of this year the Huygens does not have much AA history. … [Read more]
Schrodinger Portfolio Update: 2 December 2024
November was an excellent month for the Schrodinger as it increased more than 5% during this period. For new readers to the ITA blog, the Schrodinger is based with Schwab and is known as an Intelligent Portfolio. I refer to this type of portfolio … [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]
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