Einstein is the Asset Allocation portfolio updated this morning. Shares of SCHO were sold to raise cash to bring several new ETFs into balance. Check out the asset allocation model shown in the next data table. … [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]
Pauling Asset Allocation Portfolio Review: 10 October 2024
Yesterday I updated a Sector BPI portfolio. This morning it is time to examine an Asset Allocation portfolio. Pauling is a modest size portfolio built to handle securities all over the globe. The portfolio contains U.S. Equities, U.S. and … [Read more]
Millikan Sector BPI Portfolio Review: 9 October 2024
"Millikan is a portfolio that focuses on Sector Bullish Percent Indicators. These indicators provide valuable insights into the bullish sentiment within specific sectors of the market. Understanding these indicators can help investors make informed … [Read more]
Kepler Asset Allocation Portfolio Review: 8 October 2024
ITA readers frequently find me referencing investment writings by William J. Bernstein, Richard Ferri, Charles Ellis, Larry Swedroe, David Swensen and a few others. Bernstein is at the top of my list based on the soundness of his information and … [Read more]
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