As we move towards the mid-term elections it is appropriate that we recognize the historical significance of the "Presidential Cycle": Thus, although most of us are very nervous that we are close to all-time highs in the SPX (S&P 500 Index), US Equities are up ~14% so far this year in a year that has historically been the weakest, averaging only 5%. Add to that the fact that the third year … [Read More...]
Relative Portfolio Performance Data: 18 October 2024
Approximately every month to six weeks I post relative performance data for the fifteen (15) portfolios I track here on the ITA blog. The Annual IRR data found in the third column from the left is accurate as of 18/18/2024. All other data is … [Read more]
Einstein Asset Allocation Portfolio Review: 18 October 2024
The investment model used by the Einstein takes me back to the 1960s when I was first learning about investing. The no-profit foundation I was part of for over 30 years used these same principles of Asset Allocation (AA). This AA investment model … [Read more]
Franklin Sector BPI Portfolio: 17 October 2024
It has been nearly two years since the Franklin portfolio began using the Sector BPI investing model. Over this period the portfolio managed to keep pace with the S&P 500 (SPY) index, a major goal for these Sector BPI portfolios. Since the last … [Read more]
Schrodinger Portfolio Review: 16 October 2024
Before delving into the Schrodinger review, SCHA, SCHF and FNDA experienced stock splits of 2 for 1 while FNDX and SCHX split 3 for 1. If you are working with the Investment Account Manager the stock split entry point is Transitions and Global … [Read more]
Bethe Portfolio Review: 15 October 2024
Bethe is scheduled for an update this morning. I may have mentioned in a comment that I plan to simplify the Asset Allocation portfolios. More on this in a bit. If you Google building a portfolio using Asset Allocation (AA) you will find a wide … [Read more]
Copernicus Portfolio Review: 14 October 2024
This morning I am updating the high risk equity only Copernicus, an investing model designed for young investors or someone who has at least 15 to 20 years of future savings. High risk is defined as investing only in equities (stocks) while shunning … [Read more]
Huygens Asset Allocation Portfolio Review: 11 October 2024
Huygens is one of several portfolios using the Asset Allocation investing model. If interested in learning more about this approach to investing, check out this website. With only six plus months of using AA the Huygens is rounding into operation … [Read more]
McClintock Sector BPI Portfolio Review: 11 October 2024
McClintock is approaching one-year as a Sector BPI portfolio. As one of the younger BPI portfolios it has not been through many sector buy and sell cycles. Since the last update shares of VCR and VDC were sold out of the McClintock so cash is … [Read more]
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