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Gauss Sector BPI Portfolio Review: 7 August 2024

August 7, 2024 By Lowell Herr Leave a Comment

Gauss is one of five Sector BPI portfolios tracked here on the ITA blog.  Launched in December of 2022 we are closing in on two years of data.  The initial results look promising, but we still need more oversold and overbought cycles to give this model

Filed Under: Gauss Portfolio, Sector BPI Tagged With: Gauss Portfolio, Sector BPI

Rutherford Portfolio Review (Tranche 3): 9 August 2024

August 10, 2024 By hedgehunter Leave a Comment

If we were just to look at prices today and the same time last week we might think that it was a quiet week in the US markets – but, it was far from that, with a dramatic pullback on Monday followed by a full

Filed Under: Portfolio Management, Portfolio Performance Tagged With: Portfolio Management, Portfolio Performance, Rutherford Portfolio

Rutherford Portfolio Review (Tranche 4): 16 August 2024

August 17, 2024 By hedgehunter 2 Comments

The bounce in equity prices continued this week as just about all the major asset classes continued to climb. US Equity prices hit the high end of the downtrend channel: Now we wait to see whether there is any follow-through from here or whether we see some softening after after

Filed Under: Portfolio Management, Portfolio Performance Tagged With: Portfolio Management, Portfolio Performance, Rutherford Portfolio

Copernicus Portfolio Update: 22 August 2024

August 22, 2024 By Lowell Herr Leave a Comment

Copernicus is the portfolio scheduled for review this morning.  This is one of the easiest portfolios to update as there is nearly nothing to do other than save and invest in U.S. Equities.  The Copernicus is designed for young investors or someone who has at least 10 years of

Filed Under: Portfolio Management, Passive vs. Active Tagged With: Copernicus Portfolio

Rutherford Portfolio Review (Tranche 1): 23 August 2024

August 25, 2024 By hedgehunter Leave a Comment

It has been a wild month in the US Equity markets with significant volatility – but we are currently back near the all-time highs that we saw in July: The range that we have seen in in the last few weeks

Filed Under: Portfolio Management, Portfolio Performance Tagged With: Portfolio Management, Portfolio Performance, Rutherford Portfolio

Schrodinger Portfolio Review: 26 August 2024

August 26, 2024 By Lowell Herr Leave a Comment

Schrodinger is the lone Robo Advisor portfolio or what Schwab calls, an Intelligent Portfolio.  In this review I will go over the current holdings, performance data, and risks involved.  ITA readers know that I advocate both security diversification as well as portfolio diversification.  In my opinion, every

Filed Under: Schrodinger Portfolio, Asset Allocation, Passive vs. Active, Portfolio Management Tagged With: Asset Allocation, Portfolio Management, Schrodinger Portfolio

Carson Sector BPI Portfolio Review: 29 August 2024

August 28, 2024 By Lowell Herr Leave a Comment

The oldest Sector BPI portfolio is up for review this morning.  Carson is the best test of this unique investing model and there were changes this week as Technology (VGT) hit the 3% limit and was sold out of the portfolio.  It was only a short time

Filed Under: Carson Portfolio, Sector BPI Tagged With: Carson Portfolio, Sector BPI

Pauling Asset Allocation Portfolio: 29 August 2024

August 29, 2024 By Lowell Herr 4 Comments

Pauling is one of numerous Asset Allocation (AA) portfolios.  I moved several portfolios over to this model due to the outstanding performance of the Schrodinger, a computer managed AA portfolio.  I am also returning to the root of my investing instincts.  As a summary, here are the basic

Filed Under: Pauling Portfolio, Asset Allocation, Portfolio Management Tagged With: Asset Allocation, Pauling Portfolio

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