Bohr is another portfolio that is undergoing asset allocation changes resulting in simplification. In this case the portfolio is made up of ten (10) different asset classes plus cash or a money market. One change reader will see is moving more money from SCHO to SGOV so at to shorten the term of these treasury ETFs. With the Bohr I am using VEA and VWO for international exposure instead of … [Read More...]
Kepler Asset Allocation Portfolio Review: 24 January 2025
Kepler is a typical portfolio in that the investing model is based on the classic asset allocation model. The Schrodinger is another asset allocation portfolio, although the securities used to populate the portfolio are different. In addition, the … [Read more]
Pauling Asset Allocation Portfolio Review: 22 January 2025
Asset Allocation is a long-standing portfolio management model. What sets such portfolios apart is the choice of assets used to populate the portfolio. Readers will find the Pauling is well diversified across many different asset classes giving … [Read more]
Copernicus Portfolio Review: 21 January 2025
"An investment in knowledge pays the best interest." - Benjamin Franklin Copernicus is one of the easiest portfolios to manage as all one does is invest available cash in U.S. Equities. Never sell unless there is an absolute emergency. If one were … [Read more]
Rutherford-Darwin Portfolio Review: 17 January 2025
First, a look at the performance of US Equities over the past week shows that the initial weakness seen at the Open on Monday quickly turned around to see US Equities finish the week ~ 3% higher than last week's close: After dropping out of the … [Read more]
McClintock Sector BPI Portfolio Review: 17 January 2025
Checking the Bullish Percent Indicator (BPI) data this morning, only Materials is oversold. This sector, like most of the other 10, moved up since purchasing VAW. Utilities and Energy moved above the 30% bullish line. We need to keep a watchful … [Read more]
Einstein Portfolio Review: 16 January 2025
Of the thirteen (13) portfolios I track here on the ITA blog, Einstein is the poorest performer based on both return and risk. As readers will recall, the owner of this portfolio needed resources for educational purposes and those funds were … [Read more]
Millikan Portfolio Review: 15 January 2025
"Millikan is a portfolio that focuses on asset allocation and tax reduction strategies. It provides insight and recommendations for optimizing investment portfolios and minimizing tax liabilities. Through meticulous analysis and expert guidance, … [Read more]
Gauss Portfolio Review: 14 January 2025
The following paragraph within the quotes was AI generated. "Hello! We hope this message finds you well. We are excited to share with you our latest portfolio review. Our team has been working diligently to analyze the market trends and fine-tune … [Read more]
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