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Huygens Portfolio Review: 31 July 2026

Huygens is the asset allocation portfolio scheduled for review this morning.  Since I first started this blog shares of GLDM and IAU were sold and the money was reinvested in short-term treasuries, SCHO.  This move will lower the portfolio beta which in turn will elevate the Jensen Alpha value. Huygens Asset Allocation Model Limit orders are in place to purchase more shares of VTI and VYM.  … [Read More...]

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Rutherford-Darwin Portfolio Review: 7 March 2025

It was a volatile week in the US Equity markets with the SPX (S&P 500 Index) closing down ~3% on the week once the dust had settled on Friday: Markets are looking a little weak here as we had been in a consolidation range between 5840 and 6160 for ~4 months and have now broken through the support area at ~5840. We also fell below the January pivot low and just touched the next support level … [Read More...]

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Copernicus Portfolio Review: 15 March 2024

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Next to the Schrodinger the Copernicus is the easiest portfolio to manage and consistently one of the top performing portfolios tracked here at ITA Wealth Management.  The Copernicus investing model is to purchase U.S. Equities and never sell unless … [Read more]

Schrodinger Portfolio Review: 13 March 2024

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"Performance data represents past performance, and may not reflect future investment returns." - U.S. Securities and Exchange Commission Schwab's Intelligent Portfolio, Schrodinger, is up for review this morning.  Almost no action took place over … [Read more]

Bullish Percent Indicators: 8 March 2024

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Innovation is the ability to see change as an opportunity - not a threat. - Anonymous "In the realm of sector investing, Bullish Percent Indicators (BPI) serve as valuable analytical tools. These indicators help investors gauge the overall sentiment … [Read more]

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Portfolios coming up for review.  Millikan, McClintock, Huygens, Bohr, Schrodinger, Bethe, Franklin, and Pauling are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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