It was another week of choppy sideways movement in US equities although the SPX did close higher by ~1.5% and close to the all-time highs that have been providing strong resistance over the past 3 months: However, we remain well within the bullish uptrend channel so we will watch to see where we might go […]
Millikan Asset Allocation Portfolio Review: 18 February 2025
Millikan is the asset allocation portfolio scheduled for review this morning. This is a simplified version of other asset allocation portfolios in that the Millikan is using only six ETFs. With the Millikan there is less emphasis on equities. Bonds and treasuries make up a higher percentage of this portfolio, thus reducing the beta. The […]
Gauss Asset Allocation Portfolio Review: 19 February 2025
Gauss is one of the portfolios converted from the Sector BPI investing model over to a simplified Asset Allocation investing model. This will reduce workload as well as shift investments toward a more conservative asset allocation. As with the Millikan portfolio, update posted yesterday, the Gauss is moving toward a very low beta value. There […]
McClintock Sector BPI Portfolio Review: 20 February 2025
McClintock is one of three Sector BPI portfolio tracked here on the ITA blog. Based on the latest Bullish Percent Indicator data there are no new recommendations. None of the sectors held in the McClintock are overbought and there are no oversold sectors. Therefore we will continue to hold Materials, Energy, and Real Estate. After […]
Pauling Asset Allocation Portfolio: 21 February 2025
Pauling is an Asset Allocation portfolio holding a wide variety of ETFs designed to cover the globe. A sizable percentage of the portfolio is allocated to international markets, something not emphasized within a number of other ITA portfolios. Diversification is one of the key ingredients of this portfolio.
Huygens Asset Allocation Portfolio Review: 21 February 2025
By the end of the week portfolios last updated back in January will at least have information as current as February. Huygens is such a portfolio as it has been weeks since the last review. Huygens is an asset allocation portfolio that is slowly coming into balance. I plan to focus on bringing monthly dividend […]
Rutherford-Darwin Portfolio Review: 21 February 2025
After hitting new all-time highs on Wednesday, US Equities collapsed on Friday with prices now sitting on the lower boundary of the longer-term uptrend channel: Thus, we remain in the choppy sideways consolidation range that we have been in for the past 3 months. Now we might ask whether Wednesday’s high was a triple top […]
Copernicus Portfolio Review: 24 February 2025
Copernicus is a high performing passive portfolio designed for investors with 15 or more years of future savings. The basic idea of the Copernicus is to save as much as you can as early as you can (Golden Rule of Investing) and never sell unless there is a dire emergency. There are variations to the […]
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