It has been three months since I last reviewed the Hawking Portfolio and it has continued to churn out over $1,000 per month in dividends/distributions. The portfolio is essentially a Buy-and-Hold portfolio, although some actions might be taken that could
Copernicus Portfolio Review: 8 November 2024
Copernicus is one of my favorite portfolios for young investors or someone who has a 15-year or longer investment horizon. The philosophy behind the Copernicus is to invest in U.S. Equities and never sell unless there is an emergency. Since the portfolio invests only
Rutherford Portfolio Review (Tranche 4): 8 November 2024
As investors we have to ignore the polititians and focus on the impact of policy on the markets. Obviously, Trump’s victory is seen positively by the majority of investors as being good for the markets – at least for now. Last week I suggested that if
Rutherford Portfolio Review: 27 December 2024
It was a rather uneventful week in the US Equity markets with relatively low volume as a consequence of the holidays. However, the SPX (S&P 500 Index) did manage to close the week ~0.5% higher than last week’s close despite a
Schrodinger Portfolio Review: 2 January 2025
While this Schrodinger post is going up on January 2nd, the data is accurate as of 31 December 2024. The overall performance is quite strong despite the four percentage point loss in December. This post of the Schrodinger marks the three-year point of data collection. Overall, the results
- « Previous Page
- 1
- …
- 16
- 17
- 18