Pauling is an asset allocation portfolio set up to generate dividends. It is also a portfolio where the asset classes are consolidated or tilted toward value rather than growth. This is in keeping with the latest Vanguard recommendation of what the stock market is likely to look like over the next ten years. Check out this video. Pauling Security Holdings Here are the holdings in the Pauling … [Read More...]
Bohr Asset Allocation Portfolio Review: 24 September 2024
Bohr is the asset allocation portfolio up for review this morning. As we approach the end of the third quarter, I have a question. Do any readers know if Schwab adjusts the price on a limit order when a dividend is pending? TD Ameritrade made such … [Read more]
Rutherford Portfolio Review (Tranche 1): 20 September 2024
On Thursday the SPX (S&P 500 Index) broke through resistance to hit new all-time highs and confirm that the recent pullback was a mere "breather" in the current uptrend (higher highs and higher lows) that started in May - or even last November … [Read more]
Franklin Sector BPI Portfolio Review: 19 September 2024
This morning I am reviewing one of five Sector BPI portfolios, the Franklin. The Franklin has been using the Sector BPI model for nearly two years so we are beginning to gain some respect for the results. Portfolios using the Sector BPI model are … [Read more]
Bethe Asset Allocation Portfolio Review: 18 September 2024
Bethe is another Asset Allocation model portfolio similar to the Kepler and Einstein, two portfolio recently reviewed. In the case of the Bethe, it is outperforming the AOR benchmark. Just a short word about investment books. Simply put, there are … [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is undergoing major changes. 1) The investing model is transitioning over to the Asset Allocation model. 2) Funds were withdrawn for educational and personal expenses. 3) The asset allocation was adjusted to follow the David Swensen … [Read more]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]
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