If you are looking for a simple eight (8) asset allocation portfolio, Einstein is the example. I am in the process of reducing the number of asset classes so all are currently not in balance. Below I will go through the process of how I intend to bring the various assets (ETFs) into balance. Einstein Holdings The following portfolio, when in balance, will come close to Vanguard's 30/70 … [Read More...]
Bethe Asset Allocation Update: 6 January 2024
Bethe is the Asset Allocation portfolio up for review this morning. The last five weeks have not been what we wish for in portfolio performance and the weakness is showing up in this update of the Bethe. Unrest in the energy sector continues to … [Read more]
Rutherford Portfolio Review (Part 1 – Darwin): 3 January 2025
Although this post is titled "Rutherford Portfolio Review" it is not really a review of the portfolio that I have reported on in the past as I have (officially) closed that portfolio down in order to document how it is possible to manage relatively … [Read more]
Huygens Asset Allocation Portfolio Review: 3 January 2025
Huygens is another Asset Allocation portfolio that was launched in April of 2024. In a few months we will have one year of data which will begin to provide some clues as to how well this particular array of assets perform. If 2025 turns out to be … [Read more]
Schrodinger Portfolio Review: 2 January 2025
While this Schrodinger post is going up on January 2nd, the data is accurate as of 31 December 2024. The overall performance is quite strong despite the four percentage point loss in December. This post of the Schrodinger marks the three-year point … [Read more]
Franklin Sector BPI Portfolio Review: 30 December 2024
Franklin is the final scheduled portfolio review for 2024. Instead of a Santa Clause rally we appear to merit only lumps of coal. Is the market "girding its loins" for four years of chaos? As I mentioned some time ago, we are likely to see some … [Read more]
Rutherford Portfolio Review: 27 December 2024
It was a rather uneventful week in the US Equity markets with relatively low volume as a consequence of the holidays. However, the SPX (S&P 500 Index) did manage to close the week ~0.5% higher than last week's close despite a weak day on … [Read more]
Millikan Sector BPI Portfolio Review: 27 December 2024
We are fast closing out 2024. The year is ending in a whimper as the Santa Claus rally did not materialize. At least not for the ITA portfolios. The Millikan is one Sector BPI portfolio to watch as the Internal Rate of Return (IRR) nearly matches … [Read more]
Kepler Asset Allocation Portfolio: 23 December 2024
Merry Christmas Kepler is the last portfolio to be reviewed before Christmas. This data is accurate as of the 23rd. The owner of this portfolio needed cash during the recent bull market or not the best time to sell assets. Now the portfolio … [Read more]
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