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
Pauling Asset Allocation Portfolio: 29 August 2024
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
Rutherford Portfolio Review (Tranche 2): 30 August 2024
It was a week of consolidation in the US Equity markets with prices trading in a narrow range in comparison with the volatility of the past 2 months: Prices are hovering at the resistance level of the all-time highs in the SPX (S&P 500 Index) and we must
Millikan Sector BPI Portfolio Review: 6 September 2024
Before digging into the Millikan Sector BPI review I checked to see if any sectors dropped into the oversold zone. None made this move so there are no recommendations to purchase any sectors or sector ETFs. Of the overbought sectors, TSLOs are
Copernicus Portfolio Review: 13 September 2024
This update or review of the Copernicus is incomplete as Yahoo closed the door on access to their security price data. This change impacted the Investment Account Portfolio (IAM) software so I don’t have any way to download prices into that program. I am in contact with the developers
Rutherford Portfolio Review (Tranche 3 and Tranche 4): 6 September and 13 September 2024
Due to the disruption in access to Yahoo price data, and the fact that I am presently travelling, I was not able to post a review of the Rutherford Portfolio last week so I will attempt to play catch-up this week. After a minor pull-back
Huygens Asset Allocation Portfolio Review: 13 September 2024
In an earlier post this morning I mentioned Huygens as a serious contender to be included as one of the investing models for the family portfolio. The Huygens, and several other portfolios I track here at ITA, were recently converted from other models to this very traditional Asset Allocation model.
Rutherford Portfolio Review (Tranche 1): 20 September 2024
On Thursday the SPX (S&P 500 Index) broke through resistance to hit new all-time highs and confirm that the recent pullback was a mere “breather” in the current uptrend (higher highs and higher lows) that started in May – or even last November (depending on how one
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