Next to the Schrodinger the Copernicus is the easiest portfolio to manage of those I track here at ITA Wealth Management. All that is required for those interested in the Copernicus is to save and invest in U.S. Equities. Sale of shares will never happen unless there is an emergency. Don’t think of this portfolio […]
Rutherford Portfolio Review (Tranche 2): 22 December 2023
It was a bit of a rocky week for US equities with a scary drop in prices on Wednesday and poor liquidity as investors/traders focussed on the holidays. However the SPX (S&P 500 Index) still managed to close up close to 1% from last week’s close and now sits at about the same level that […]
Pauling Portfolio Review: 26 December 2023
Pauling continues to struggle near the performance bottom of the 15 portfolios I track here on the ITA blog. Pauling is one of the recent accounts moved to the Sector BPI investing model so time is needed to give this style time to show its benefits. A high percentage currently held in cash is holding […]
Kepler Sector BPI Portfolio Review: 26 December 2023
Kepler is another portfolio that made the transition from a Relative Strength investing model over to the Sector BPI investing model in the last few months. Therefore, pay more attention to trends rather than the absolute performance results. This also applies to other portfolios that are in the process of making the transitions to the […]
McClintock Sector BPI Portfolio Review: 27 December 2023
The McClintock Sector BPI portfolio is only a few months into this investing model. In the last screenshot readers will see the benefits of this model. At least the latest results are extremely positive. No sectors are currently in the oversold zone so we are looking to the U.S. Equities ETFs for buying opportunities.
Bohr Sector BPI Portfolio Review: 28 December 2023
As positive results from the Carson portfolio began to emerge, I began switching portfolios that were using either the Relative Strength or Dual Momentum models over to the Sector BPI investing model. Bohr is one of the portfolios that began the transition in late October and early November of 2023. With little data to go […]
Einstein Sector BPI Portfolio Review: 29 December 2023
Einstein is another portfolio that switched from the Relative Strength model over to the Sector BPI investing model. With only two months of data we need to check on trends rather than absolute performance numbers. By this time next year we will have a much better idea as to the viability of the Sector BPI […]
Copernicus Portfolio Review: 29 December 2023
To end 2023 portfolio reviews on a strong note I selected the Copernicus as it is the portfolio for the young or those investors several years away from retirement. The thesis of the Copernicus is to invest only in U.S. Equities and never sell unless there is a dire emergency. While I use four equity […]
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