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...]
Bethe Asset Allocation Portfolio Review: 4 October 2024
Asset Allocation portfolio management is an old tried and true method for managing an investment portfolio. This is the strategy followed by Intelligent Portfolios such as the Schrodinger. The Bethe is a portfolio where the selected securities … [Read more]
Carson Sector BPI Portfolio Review: 3 October 2024
Carson is one of five Sector BPI portfolios and is the oldest here at ITA. At its basic, Sector BPI investing is a reversion-to-the-mean approach. When a sector reaches 70% or more bullish stocks, we place a TSLO sell order as the sector is … [Read more]
Einstein Asset Allocation Portfolio Review: 2 October 2024
Einstein is one of several portfolios that need special attention as the performance has been less than stellar. The Einstein is new to the Asset Allocation model so we will need many months of operation to see how well it performs under a different … [Read more]
McClintock Sector BPI Portfolio Review: 30 September 2024
This past weekend only one sector was in the Buy zone and it was Energy. The recommended percentage for the McClintock is 10.6% and we find the portfolio holds 11.6%. Not a problem. There remains over $8,000 in cash and there may be more as both … [Read more]
Pauling Asset Allocation Portfolio Update: 28 September 2024
Six months ago I altered the Pauling portfolio investing model. It now operates using the principles of Asset Allocation. When moving from one investing style to the Asset Allocation it takes time to bring the various asset classes into balance if … [Read more]
Rutherford Portfolio Review (Tranche 2): 27 September 2024
It was a relatively uneventful/quiet week in the US Equity markets with stocks showing a modest 0.5% gain on the week: While we are still near all-time highs in the SPX (S&P 500 Index) I see possible resistance around the 5790 level before … [Read more]
Millikan Portfolio Update: 27 September 2024
Nearly two years ago the Millikan was moved to the Sector BPI investing model. Thus far this approach has worked out well. As we go through more sector rotations this model will undergo further testing as I still consider it to be in the hypothesis … [Read more]
Schrodinger Portfolio Review: 27 September 2024
Schrodinger is a Robo Advisor account or what Schwab calls an Intelligent Portfolio. Managed by computer algorithms, this is simply a report as no decisions are required. The portfolio is on automatic pilot. Since the portfolio is … [Read more]
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