The Millikan portfolio is not scheduled for an update until later this month. However, the portfolio holds excess cash so an analysis seems prudent to check what the recommendations are based on price changes over the last few weeks. When I checked yesterday, mid-cap value (VOE) and small-cap value (VBR) were recommended so I purchased […]
Einstein Portfolio Review: 9 November 2022
Einstein is another Relative Strength (RS) portfolio that has not performed as well as expected, although it is outperforming its benchmark. The expectation for RS portfolios is to resist draw-downs, and that has not been the case. Portfolios that have resisted the bear market are those portfolios where fewer trades are conducted. Next month I […]
Millikan Portfolio Review: 15 November 2022
Millikan, one of the several Relative Momentum portfolios, is up for review this morning. This is one of four or five portfolios that are not keeping up with the AOA benchmark, due in large part to carrying too much cash during this recent market upswing. Here at ITA I am tracking a variety of portfolio […]
Einstein Portfolio Review: 17 January 2023
Einstein is the portfolio scheduled for review this morning. The Kepler and Einstein are the two remaining Relative Strength or Relative Momentum portfolios requiring an understanding of how the Kipling spreadsheet works. This analysis will take readers through the major steps.
Kepler Portfolio Management: 11 April 2023
Kepler is the Relative Strength portfolio scheduled for review today. As readers will soon see, this portfolio is not up to snuff when it comes to performance. I’ll work with the BHS model for a few more months, but patience is running thin, particularly when models requiring much less work are performing much better.
Kepler Review: 16 May 2023
Kepler is one of two Relative Strength portfolio tracked here at ITA. The other is the Einstein. Kepler currently holds considerable cash and with the imminent debt default close at hand I want to reduce portfolio risk. In this analysis I’ll walk through my thinking as ways to show how readers might do the same […]
Pauling Portfolio Review: 12 July 2023
While the Pauling was not scheduled for review today, the large percentage of cash in the portfolio required some attention. This portfolio is either the poorest or next to the poorest performer of all the ITA portfolios. That is another reason to keep on top of this account. I’ve moved the investing model from the […]
McClintock Portfolio Review: 1 August 2023
McClintock is the portfolio scheduled for review as we open up August. Think of this data current as of July 31 rather than August 1st. Over the past year I’ve consolidated the number of ETF options from nearly 40 down to ten. From the ten I prefer to invest in only five (5) at any […]