Exactly 10 years ago the Bethe was launched. To permit performance comparisons among the various ITA portfolios 12/31/2021 is the launch date as it was late 2021 when the youngest portfolio began. Over the past 10 years withdrawals were needed by the owner of this portfolio and that diminished overall performance. The Bethe is now in a rebuilding phase. Bethe Security Holdings Below is a … [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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