Einstein is the Asset Allocation portfolio updated this morning. Shares of SCHO were sold to raise cash to bring several new ETFs into balance. Check out the asset allocation model shown in the next data table. … [Read More...]
Kepler Sector BPI Portfolio Review: 7 March 2024
You have to pick what you're going to be worried about. Markets are volatile, but retirement is certain. - Nick Murray As an investing model the Sector BPI approach continues to hold up well when compared to the S&P 500. While the performance … [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]
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