As I have mentioned in recent reviews of the Rutherford Portfolio I have to take money out of this retirement account so, following last week’s review of Tranche 5, I have “retired” Tranche 5 and adjusted the other 4 tranches to $19,000 each – or a total portfolio value of $76,000. I will continue to […]
Hawking Portfolio Review: 2 June 2023
The Hawking Portfolio continues to outperform the AOR benchmark Fund over the long term despite giving back a lot of it’s lead from the February highs: We are still trying to recover from the ~25% Draw-Down experienced in 2022. Current holdings look like this (apologies for the lack of Descriptive names – but Yahoo is […]
Darwin Portfolio Review: 2 June 2023
The Darwin Portfolio is an “All-Weather” portfolio with a dash of volatility. Performance to date (since lowering volatility target levels last November) looks like this: The large “jumps” correspond to periodic allocation adjustments to risk parity – but maybe the stacked chart is easier to follow: at least it is a little easier to see […]
Copernicus Portfolio Review: 7 June 2023
Portfolios fall into two major categories, actively managed or passively managed. The Copernicus portfolio is of the latter variety as the plan is to invest only in U.S. Equities. Only add or purchase Exchanged Traded Funds (ETFs) and only sell in an emergency. Over the past 17 months the Copernicus has been the top performing […]
Franklin Sector BPI Portfolio Review: 8 June 2023
In the early years of the Franklin this was a Dual Momentum™ portfolio or should I say it was managed using the DM model. Dissatisfied with performance I moved the Franklin over to the Sector BPI investing model. While it is still too early to know if this was a positive move, the early signs […]
Pay Attention to Fees: 8 June 2023
While I’ve written about management fees in prior blogs, it is useful to think about them again as fees can easily leave an “endowment” on the doorstep of an active manager. A few readers will remember load funds where the cost to gain access to a fund cost 8.5%. While those days are long gone, […]
Rutherford Portfolio Review (Tranche 2): 9 June 2023
US equities continued to confirm their bullish trend over the past week although they could not close above the 4300 mark: 4300 is the 61.8% Fibonnaci retracement level from the October 2022 lows to the prior January 2022 all-time high. It is also a significant area of previous support/resistance – notably the August 2022 attempt […]
Franklin Sector BPI Plus Review: 17 June 2023
Next week is going to be a heavy week for portfolio reviews. See the middle bottom footer. To gain a head start I’ll begin with an update of the Franklin as little action is required. ITA readers will recall that the Franklin began as a Dual Momentum™ portfolio, but with mixed performance results. The goal […]
- « Previous Page
- 1
- …
- 24
- 25
- 26
- 27
- 28
- …
- 134
- Next Page »
You must be logged in to post a comment.