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...]
Carson Sector BPI Portfolio Review: 13 January 2025
We begin a busy week of updates and reviews as at least one portfolio is scheduled each day. Last Friday the Sector Bullish Percent Indicator (BPI) flashed a buy for Real Estate (VNQ). Shares will be purchased this morning for those … [Read more]
Rutherford-Darwin Portfolio Review – 10 January 2025
I will start this post with my usual weekly look at US Equity markets through the eyes of the S&P 500 Index (SPX): where we see that, after starting the week strongly on Monday, the markets deteriorated badly going into the end of the week. We … [Read more]
Bullish Percent Indicators: 10 January 2025
Based on the slamming U.S. Equities experienced yesterday and most of this past week I thought it best to see how the Bullish Percent Indicators (BPI) data reacted. Would any new sectors show up as a buy or did any sectors dip below the 30% bullish … [Read more]
Kahneman-Tversky Portfolio Review: 8 January 2025
At the end of every year (at least) I take a look at my portfolios and ask myself the question - "Is it worth the effort trying to actively manage my portfolios rather than simply holding an Index fund ?" (for example). As we see in many of our … [Read more]
Hawking Portfolio Review: 8 January, 2025
Not a lot of action here as this is essentially a Buy-And-Hold Portfolio with a re-investment of dividends ($2,000+ since the last review). Current holdings look like this: with an anticipated 12% annual yield - or over $1,000 per month "income" … [Read more]
Einstein Portfolio Update: 8 January 2025
As we move into 2025 portfolios such as the Einstein will move toward greater simplification. After a number of years of observation it is the most basic of asset allocation portfolios that are performing best, both from Internal Rate of Return data … [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]
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