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...]
Huygens Asset Allocation Portfolio Update: 30 October 2024
As mentioned in the last review, this is an update of the Huygens. Huygens is one of nine portfolios built around the investing model of Asset Allocation. The Schrodinger is another such portfolio. With the Huygens, and those I watch over, I … [Read more]
McClintock Sector BPI Portfolio Review: 30 October 2024
Before moving into the review of the McClintock I want to comment on a few of the portfolios tracked here at ITA. While the Schrodinger (computer managed portfolio) is outperforming the S&P 500 as well as the SPY ETF, it is not designed to … [Read more]
Millikan Sector BPI Portfolio Review: 28 October 2024
The Millikan portfolio is one of five Sector BPI experiments that have operated for nearly two years. While the results are positive, we need more data to show this unique investing model works well in all types of market environment. Since the … [Read more]
Rutherford Portfolio Review (Tranche 2): 25 October 2024
It was a relatively quiet week in the US Equity markets with the SPX (S&P500 Index) pulling back a little to retest the support/resistance zone at ~5800: We are still in an uptrend but must wait to see whether we bounce off the … [Read more]
Pauling Asset Allocation Portfolio Review: 25 October 2024
Pauling is new to the Asset Allocation (AA) model as of April of this year. Moving the portfolio to the AA model is a swing back to my historical investing roots. Portfolios such as this one are built to last or operate successfully for years. Of … [Read more]
Gauss Sector BPI Portfolio Review: 25 October 2024
Gauss is one of five portfolios currently using the Sector BPI investing model. The other four are: Carson, Franklin, McClintock, and Millikan. To see how these portfolios are performing, check out this blog post. These five portfolios were … [Read more]
Kepler Asset Allocation Portfolio Review: 24 October 2024
Kepler is one of several Asset Allocation portfolios using this standard investing model. Like the Einstein, the Kepler was used by the owner to hold assets needed for education. Those withdrawals are over and now it is time to begin adding to the … [Read more]
Carson Sector BPI Portfolio Review: 23 October 2024
Carson is the oldest Sector BPI portfolio with a history of two years. During this period there were a few buy/sell cycles, but insufficient to conclude this investing model merits anything other than "experimental" money. The idea of buying when a … [Read more]
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