The Kepler portfolio is moving closer to having all asset classes closer to target each month. As with several other ITA portfolios, the Kepler is set up to minimize a market correct by using value, dividend producers, and inflation protection ETFs. At the bottom of this blog post I asked ChatGPT to analyze the Kepler portfolio and make recommendations as to how to improve the asset allocation … [Read More...]
Rutherford Portfolio Review (Tranche 3): 1 November 2024
It was a disappointing week everywhere in the markets with all the major asset classes showing negative returns: US Equities were in the middle of the list with prices dropping through the 5800 support/resistance zone in the SPX (S&P 500 Index) … [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]
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