Huygens is the asset allocation portfolio scheduled for review this morning. Since I first started this blog shares of GLDM and IAU were sold and the money was reinvested in short-term treasuries, SCHO. This move will lower the portfolio beta which in turn will elevate the Jensen Alpha value. Huygens Asset Allocation Model Limit orders are in place to purchase more shares of VTI and VYM. … [Read More...]
Kepler Asset Allocation Portfolio Review: 17 September 2024
Yesterday I updated the Einstein, a portfolio very similar to the Kepler to be reviewed in this blog post. Both portfolios were recently switched to the Asset Allocation model and as such both portfolios need special attention when it comes to … [Read more]
Einstein Asset Allocation Portfolio Update: 16 September 2023
Einstein is undergoing major changes. 1) The investing model is transitioning over to the Asset Allocation model. 2) Funds were withdrawn for educational and personal expenses. 3) The asset allocation was adjusted to follow the David Swensen … [Read more]
Huygens Asset Allocation Portfolio Review: 13 September 2024
In an earlier post this morning I mentioned Huygens as a serious contender to be included as one of the investing models for the family portfolio. The Huygens, and several other portfolios I track here at ITA, were recently converted from other … [Read more]
Rutherford Portfolio Review (Tranche 3 and Tranche 4): 6 September and 13 September 2024
Due to the disruption in access to Yahoo price data, and the fact that I am presently travelling, I was not able to post a review of the Rutherford Portfolio last week so I will attempt to play catch-up this week. After a minor pull-back last week … [Read more]
Bullish Percent Indicators: 13 September 2024
It has been several weeks since I last posted data on Bullish Percent Indicators. This week we have clues that large cap stocks continue to drive the U.S. Equities market. The sector BPI data also carries important information, although it may not … [Read more]
Copernicus Portfolio Review: 13 September 2024
This update or review of the Copernicus is incomplete as Yahoo closed the door on access to their security price data. This change impacted the Investment Account Portfolio (IAM) software so I don't have any way to download prices into that … [Read more]
Pauling Asset Allocation Portfolio Review: 10 September 2024
Reviewing or updating asset allocation portfolios such as the Pauling is always interesting as there are generally a few small tweaks required. If something need attention it is due to new cash deposits, dividends of some significance were declared, … [Read more]
McClintock Sector BPI Portfolio Review: 9 September 2024
Before diving into the update of the McClintock, readers need to know that Yahoo has shut the door on free downloading of data. If you are a Kipling spreadsheet user, Tiingo Adj. Price is still working so use that option to download price data until … [Read more]
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