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...]
Pauling Portfolio Review: 26 December 2023
Pauling continues to struggle near the performance bottom of the 15 portfolios I track here on the ITA blog. Pauling is one of the recent accounts moved to the Sector BPI investing model so time is needed to give this style time to show its … [Read more]
Merry Christmas 2023
Merry Christmas … [Read more]
Rutherford Portfolio Review (Tranche 2): 22 December 2023
It was a bit of a rocky week for US equities with a scary drop in prices on Wednesday and poor liquidity as investors/traders focussed on the holidays. However the SPX (S&P 500 Index) still managed to close up close to 1% from last week's close … [Read more]
Bullish Percent Indicators: 21 December 2023
Last week eight of the eleven sectors were overbought. This week there are nine so investors using the Sector BPI investing model will want to check to see which sector moved above the 70% bullish mark. Not since last July have we come close to … [Read more]
Copernicus Portfolio Review: 21 December 2023
Next to the Schrodinger the Copernicus is the easiest portfolio to manage of those I track here at ITA Wealth Management. All that is required for those interested in the Copernicus is to save and invest in U.S. Equities. Sale of shares will never … [Read more]
Sector BPI Investing: Bethe Portfolio Review: 20 December 2023
Welcome to the Winter Solstice. Christmas is soon here and 2024 to follow. November was an outstanding month for equities and December should also end on a positive note. This review of the Bethe Portfolio reflects these good times for U.S. … [Read more]
Intelligent Portfolio: Schrodinger Portfolio Update: 20 December 2023
Schwab's Intelligent Portfolio, the Schrodinger, is up for review today. This portfolio was launched a number of years ago to answer the question, "Who Will Manage the Family Portfolio When I Die?" Of the three portfolio investment strategies … [Read more]
Sector BPI Investing: McClintock Portfolio Review: 19 December 2023
To read the blogs, sign up as a Guest and wait to be elevated to the Platinum level. This will give you access to all the blogs except for a very few reserved for Lifetime members. And now for the McClintock review. This portfolio had an excellent … [Read more]
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