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You are here: Home / Archives for Portfolio Management

Franklin Portfolio Review: 31 January 2025

January 31, 2025 By Lowell Herr 1 Comment

Franklin is the Sector BPI portfolio up for review this last day of January.  Of the portfolios I track here on the ITA investment blog, the Sector BPI investing model requires the most attention to details.  Even so, it is a rather simple investing approach to

Filed Under: Franklin Portfolio, Portfolio Management, Sector BPI Tagged With: Franklin Portfolio, Sector BPI

Rutherford-Darwin Portfolio Review: 31 January 2025

February 1, 2025 By hedgehunter Leave a Comment

DeepSeek attempted to take US Equities (specifically tech stocks) to the Deep Six on Monday – but markets recovered mid week only to show weakness again on Friday: Overall, the SPX (S&P 500 Index) was down ~1% over last Friday’s close. However, we remain in

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

Bethe Portfolio Review: 4 February 2025

February 4, 2025 By Lowell Herr Leave a Comment

With chaos emerging from the “Dunning-Kruger Administration” every day, what should investors be doing with their retirement accounts?  A reasonable question.  If you are young and are taking the long view, root for the market to decline so you can purchase shares at lower prices. 

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

Gauss Asset Allocation Portfolio Review: 5 February 2025

February 5, 2025 By Lowell Herr 3 Comments

Gauss is not scheduled for a review until later this month, but since I am shifting this account from a Sector BPI investing model over to a simplified Asset Allocation investing model, I need to get started on the rebalancing process.  The following analysis will walk readers

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

Millikan Asset Allocation Portfolio Update: 5 February 2025

February 5, 2025 By Lowell Herr Leave a Comment

The Millikan portfolio is the other Sector BPI portfolio I am switching to a simplified asset allocation investment model.  It will likely take a few more reviews before the portfolio is in balance. The current beta is 0.71.  When in total balance the beta should drop below

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

Schrodinger Portfolio Review: 6 February 2025

February 6, 2025 By Lowell Herr 8 Comments

Once more it is time to update the highly touted Schrodinger portfolio.  This account is a Schwab “Intelligent Portfolio” managed by computer.  I think of this style of portfolio as a Robo Advisor portfolio.  As an investor interested in setting up such an account, all one needs

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

Rutherford-Darwin Portfolio Review: 7 February 2025

February 9, 2025 By hedgehunter Leave a Comment

Another rather volatile week in US equity markets with no clear indication of a short-term trend: ….. although we remain in the longer term uptrend channel that started last May. We have now been churning sideways for the past 3 months. US equities

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

Kepler Portfolio Review: 13 February 2025

February 13, 2025 By Lowell Herr Leave a Comment

Kepler is the small portfolio up for review this morning.  The owner is rebuilding this portfolio as it looks like all educational expenses are in the rear view mirror.  As readers will see in the following update, this portfolio is finally coming

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

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