In part 2 of this series of posts on how I intend to construct and manage the Rutherford-Darwin portfolio going forward (https://itawealth.com/rutherford-darwin-portfolio-restructuring-the-management-plan-part-2-asset-allocation-and-risk-management/ ) I outlined methods for allocating funds to the portfolio – on the assumption that the relationship between price and volatility was the same for all assets. In that post I analyzed the […]
Pauling Portfolio Review: 29 May 2025
Keeping it simple is the mantra of the Pauling portfolio. Only a few ETFs are used to populate the Pauling. As with several other portfolios using a truncated asset allocation management model preservation of capital is paramount. I have one Trailing Stop Loss Order of 4.5% placed under the 22 shares of VOO. If these […]
Einstein Portfolio Review: 21 May 2025
Einstein is one of several portfolios using a truncated Asset Allocation investing model. This is a new and simplified approach in the hopes of setting this portfolio on a stronger performance course. As with many of the other ITA portfolios, I am taking a cautious approach and that is the reason for setting Trailing Stop […]
Einstein Portfolio Review: 8 May 2025
The Einstein portfolio is a recent entry into the Asset Allocation management model. The shift was made to improve performance as this has been a struggling portfolio. One major problem with the Einstein is that monies were withdrawn for educational purposes and these withdrawals occurred at times that definitely stunted growth. Those withdrawal days are […]
Millikan Portfolio Review: 1 May 2025
Headline news this morning – “Trump’s tariffs have left businesses in a ‘state of near paralysis’.” Advanced planning is nearly impossible do to an erratic administration that is in the hands of one person. A person who was not even able to make casinos a success. Based on a rough economic market ahead I have […]
Bethe Asset Allocation Portfolio Review: 16 April 2025
Bethe is a portfolio managed using a simplified version of the Asset Allocation (AA) model. It is much too early to know how this truncated AA model will work during volatile markets. As readers will see in a moment, I am holding a much larger percentage in a short-term treasury ETF (SHV) than normal as […]
Huygens Asset Allocation Portfolio Review: 11 April 2025
Huygens is one of numerous portfolios managed using the time tested Asset Allocation approach. While different asset classes or even different securities might be used, the basic approach is to diversify across the globe. Readers see this is the plan for the Huygens. We have domestic and international stock and bonds. Real Estate is diversified […]
Kepler Simplified Asset Allocation Portfolio: 31 March 2025
Kepler is nearly in balance with the simplified asset allocation model. The asset allocation is very close to the Bogle Three ETF model. Instead of bonds I am using SCHD and SHV. In place of international equities I am using SCHG for a bit more growth. Another change is the percentage invested in each asset […]
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