Bethe is another Asset Allocation portfolio that is approaching a balanced state. Since there is a 90% overlap in stocks held in VTI and VOO, I placed a Trailing Stop Loss Order of 3% for VTI. Inflation is currently not a problem so a TSLO of 1% is in place for TIP. Once cash available […]
Copernicus Portfolio Review: 8 November 2024
Copernicus is one of my favorite portfolios for young investors or someone who has a 15-year or longer investment horizon. The philosophy behind the Copernicus is to invest in U.S. Equities and never sell unless there is an emergency. Since the portfolio invests only in U.S. Equities the S&P 500 is an appropriate benchmark. The […]
Franklin Sector BPI Portfolio Review: 26 November 2024
Franklin is one of five Sector BPI portfolios with a current holding of one sector ETF, VDE or Energy. This morning I checked the Bullish Percent Indicator for Energy and it is holding steady at 63.63% bullish. When Energy reaches the 70% bullish mark I will place a 3% Trailing Stop Loss Order (TSLO) under […]
Rutherford Portfolio Review (Tranche 3): 29 November 2024
It was a holiday-shortened week in the US equity markets but stocks followed the seasonal bullish trend often seen over the days going into Thanksgiving: The SPX (S&P 500 Index) was up ~1.4% from last week’s close and is sitting at 6032 and re-testing the psychologically significant 6000 resistance level. If Santa gives the market […]
Huygens Asset Allocation Portfolio Review: 3 December 2024
Huygens is one of nine portfolios following an Asset Allocation (AA) investing model. This includes the Schrodinger as it too is built around the concept of diversification. Launched in April of this year the Huygens does not have much AA history.
Copernicus Portfolio Review: 4 December 2024
Next to the Schrodinger the Copernicus is the easiest portfolio to manage as it is an all equity account using VOO and VTI as the primary investment securities. By focusing on equities such as VOO the goal is to keep pace with the S&P 500 index or SPY, the index ETF. Thus far the portfolio […]
Einstein Asset Allocation Portfolio Review: 11 December 2024
The Einstein is one of ten Asset Allocation (AA) portfolios I track here on the ITA blog. Eight are reported on regularly and two of the ten include the Schrodinger and Copernicus. The Copernicus is a special breed as I am only using U.S. Equities with this portfolio so one would not consider it to […]
Copernicus Portfolio Review: 19 December 2024
Keep it simple is the philosophy of the Copernicus portfolio. Invest only in U.S. Equities such as VOO and VTI and never sell unless there is an emergency. Keep cash levels low and expenses to a minimum. One reason for including ESGV as part of the portfolio is to purchase shares if the remaining cash […]
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