Over the next few months the Bohr will follow the management style of the Huygens and Pauling portfolios. There will be slight differences in the percentage allocated to different asset classes, but the asset allocation model will be followed. The owner of the Bohr will need a significant percentage of this portfolio over the next […]
Huygens Asset Allocation Portfolio Review: 19 July 2024
Back in April I moved the Huygens over to an Asset Allocation management style. Several other portfolios will follow this trend as I am setting portfolios up for minimum trades with even fewer sell transactions. This will reduce taxes in taxable accounts. Huygens is currently overloaded with VTI and VOO. I’m reluctant to sell these […]
Rutherford Portfolio Review (Tranche 4): 19 July 2024
US Equities saw a (predictable?) pullback over the past week closing down ~2% from last week’s close: As suggested in last week’s post the 5680 level in the SPX (S&P 500 Index) proved to provided significant resistance and we bounced off this level and moved towards the lower boundary of the bullish regression channel. We […]
Franklin Sector BPI Portfolio: 24 July 2024
Franklin is one of five Sector BPI portfolios monitored here at ITA Wealth Management. The other four are: Carson, Gauss, McClintock, and Millikan. To reduce my workload I moved several Sector BPI portfolios over to the Asset Allocation model. No sectors are currently in the Buy zone. The lone sector holding, VDC, is not overbought […]
Schrodinger Intelligent Portfolio Review: 25 July 2024
This morning the easiest portfolio to manage is up for review. Updating the Schrodinger, a Robo Advisor portfolio, is trivial as no buy-hold-sell decisions are required as this is all done by computer algorithms. The Schrodinger was set up seven years ago to answer the question: Who Will Manage the Family Portfolio When I Die? […]
McClintock Sector BPI Portfolio Review: 26 July 2024
McClintock is one of the most recent portfolios to be switched to the Sector BPI investing model. Operatimg with this model less than one year we need additional information as we test the validity of the Sector model.
Rutherford Portfolio Review (Tranche 1): 26 July 2024
This week we saw a correction in the prices of US equities that has taken us down from highs at the ~5800 resistance level to the lower boundary of the bullish trend channel that started in April: Despite the 2-week pullback, we are still in a bullish trend channel and we wait to see whether […]
Bethe Asset Allocation Portfolio Review: 30 July 2024
Bethe is one of the more recent portfolios I am moving over to the Asset Allocation investing model. Should the portfolio be returned to the owner for management, they would be able to handle the AA model easily whereas the Sector BPI model requires a bit more work. One other significant change is the move […]
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