If you are looking for a simple eight (8) asset allocation portfolio, Einstein is the example. I am in the process of reducing the number of asset classes so all are currently not in balance. Below I will go through the process of how I intend to bring the various assets (ETFs) into balance. Einstein Holdings The following portfolio, when in balance, will come close to Vanguard's 30/70 … [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]
Bohr Asset Allocation Portfolio: 22 October 2024
The Bohr portfolio is slowly coming into balance according to the Asset Allocation plan. This morning I sold all share of VTI as over 85% of the stocks in VTI are also in VOO. The remaining percentage can be found in VO and VB. These last two ETFs … [Read more]
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