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...]
Carson Sector BPI Portfolio Review: 29 January 2024
Of the numerous Sector BPI portfolio tracked here at ITA, Carson is the oldest. As more historical data becomes available, are there any weaknesses showing up in the model? Perhaps, so follow along with this analysis. As yet I've not added VEA and … [Read more]
Einstein Portfolio Review: 29 January 2024
Einstein is the Sector BPI portfolio up for review this morning. One change made to the investment quiver is the addition of Developed International Equities (VEA) and Emerging Market Equities (VWO). Neither asset class is currently recommended for … [Read more]
Rutherford Portfolio Review (Tranche 3): 26 January 2024
It was a relatively calm but bullish week in US equity markets as the S&P 500 Index continued it's climb above the important 4800 resistance level (that now becomes a potential support level): US equities rose a little over 1% over the past week … [Read more]
Bullish Percent Indicators: 26 January 2024
When financial news reports the stock market is either up or down the information is generally referring to the 30 Dow Jones Industrial stocks. While the DJIA forms a significant percentage of the U.S. Equities market it does not tell the whole … [Read more]
Bohr Sector BPI Portfolio Review: 25 January 2024
Before proceeding with the Bohr review, on occasion I see where an interested investor subscribes to the ITA Wealth Management blog, but they do not show up as a Guest. If I do not see a Guest registration I am unable to elevate the user to the … [Read more]
Copernicus Portfolio Review: 24 January 2024
If you are looking for investment advice for your children or grandchildren, Copernicus is an excellent choice as no management skills are required. Open up a broker account and begin saving. While the Copernicus focuses on four broad index ETFs … [Read more]
McClintock Portfolio Review: 22 January 2024
Yesterday the Dow Jones Industrial Average (DJIA) closed above 38,000 for the first time in history. A few readers may recall a book titled: Dow 36,000: The New Strategy for Profiting From the Coming Rise in the Stock Market written by James K. … [Read more]
Rutherford Portfolio Review (Tranche 2): 19 January 2024
My apologies for being late with this post - I've moved to a new location and I've had a few problems with my new internet connection - but, this is real life and the issues we come across. Hopefully it doesn't have a significant impact on our … [Read more]
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