Einstein is entering its fourth month operating under a new asset allocation mix of ETFs. The revised allocation is designed to withstand a major equity draw-down. Here is information on the first three months of operation. June: Loss of 0.92 percent (-0.92%) July: Gain of 1.54 percent (1.54%) August: Gain of 1.58 percent (1.58%) As readers you will see that the portfolio is … [Read More...]
Einstein Sector BPI Portfolio Review: 6 March 2024
Einstein is the portfolio up for an update this morning. While this is another Sector BPI portfolio, the Einstein has only been using this model a little over four months so it is much too early to have clues as to how well the model is … [Read more]
Pauling Sector BPI Portfolio Review: 5 March 2024
Today is the scheduled review for the Pauling, one of the poorest performing ITA portfolios. Since this portfolio continues to occupy the bottom quartile I am including the Sector Portfolio Report (5th or last screenshot) so readers can witness how … [Read more]
Hawking Portfolio Review: 1 March, 2024
I have held off my review of the Hawking portfolio so as to log the month-end distributions for February. This Portfolio needs very little attention since it is essentially a "Buy and Hold" portfolio built on the purchase of high yield Closed-End … [Read more]
Gauss Sector BPI Portfolio Review: 4 March 2024
"Pay tax on what you take, not what you make." - Warren Buffett Gauss is the portfolio up for review this morning. Simplicity is the direction I'm moving with this Sector BPI portfolio as well as the other portfolios I track here at ITA. … [Read more]
Darwin Portfolio Review: 1 March, 2024
The Darwin Portfolio differs from other portfolios that I review on this site since it is a more "classical" diversified portfolio that does not rely on momentum measurements but stays invested in the same assets at all times (see lower screenshot … [Read more]
Kahneman-Tversky Portfolio Review: 1 March, 2024
It has been 3 months since I last posted a review of the Kahneman-Tversky (K-T) Portfolio since no adjustments have been called for. The K-T Portfolio is a simple Dual Momentum Portfolio that needs very little attention since we only have a choice of … [Read more]
Rutherford Portfolio Review (Tranche 4): 1 March 2024
US Equities continued their bullish climb over the past week and are still heading towards the 5200 level where we might expect to see a little resistance: In terms of relative strength VTI (representing US Equities) came in roughly the middle of … [Read more]
Bullish Percent Indicators: 1 March 2024
Based on BPI data for this week, it was a positive five days for U.S. Equities. There were two exceptions among the eleven sectors, but overall it was a good week for stocks. Index BPI All indexes are bullish with exception of the DJIA and that is … [Read more]
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