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 4): 19 July 2024
US Equities saw a (predictable?) pullback over the past week closing down ~2% from last week's close: As suggested in last week's post the 5680 level in the SPX (S&P 500 Index) proved to provided significant resistance and we bounced off this … [Read more]
Huygens Asset Allocation Portfolio Review: 19 July 2024
Back in April I moved the Huygens over to an Asset Allocation management style. Several other portfolios will follow this trend as I am setting portfolios up for minimum trades with even fewer sell transactions. This will reduce taxes in taxable … [Read more]
Bohr Portfolio Review: 19 July 2024
Over the next few months the Bohr will follow the management style of the Huygens and Pauling portfolios. There will be slight differences in the percentage allocated to different asset classes, but the asset allocation model will be followed. The … [Read more]
Rutherford Portfolio Review (Tranche 3): 12 July 2024
US Equities continued their climb to new all-time highs again this week with the SPX (S&P 500 Index) closing the week ~0.9% higher than last week's close: I am still anticipating that this ~5680 level will provide resistance although emotional … [Read more]
Hawking Portfolio Review: 5 June, 2024
The Hawking Portfolio is a High Yield "Income" portfolio that requires only a modest amount of attention other than to re-invest dividends so as to generate geometric "growth". Since the portfolio generates ~$1,000 per month and I had over $3,000 … [Read more]
Rutherford Portfolio Review (Tranche 2): 5 July 2024
Another bullish week in US Equity markets and another week with new all-time highs - the momentum continues: We finally broke through the ~5500 level in the SPX (S&P 5oo Index) that also corresponded to a ~50% extension of the prior (Nov 2023 - … [Read more]
Bethe Sector BPI Portfolio Review: 5 July 2024
The big decision facing the Bethe is what to do with nearly half the portfolio resting in cash. It looks like this is not a summer to "Sell in May and go play." Over the last few days shares of VTI and VOO were added to the Bethe. It goes against … [Read more]
Kahneman-Tversky Portfolio Review: 3 July, 2024
Last month I switched my position in the faster moving Tversky portion of this Dual Momentum portfolio to International equities (VEU) from US equities (VTI). This proved to be a poor move since VTI has outperformed VEU over the past month and, as we … [Read more]
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