The following article is designed to help investors use the Strategic or Maximum Asset Allocation percentages that are optional in the Kipling spreadsheet. The default setting is to adjust all percentages to 100% and let the Kipling determine the allocation percentages for each security. There are some asset classes where I prefer not to let […]
To open up the December reviews, we have in store: McClintock, Bohr, and Gauss. All are managed using the LRPC model. One portfolio primarily uses Vanguard ETFs while another uses iShares. If there are major changes in market movement, I’ll revisit some of the other portfolios. That does not look likely at this time.
Please cast your vote regarding reducing the number of portfolios to be reviewed. Currently, the number is 16. There is overlap in several of the portfolios and I can go into that in more detail if information is needed. To find the Poll, go to the ITA Blog tab and then look for the Poll […]
Yellowstone National Park Tomorrow is the scheduled review day for the Kepler portfolio and the Newton comes up in a few weeks. In this volatile market what guides investment decisions? Keep in mind that it is not at all unusual for the U.S. Equities market to vacillate +/- 15% in any give year. Kepler Linear […]
I know there are a number of Platinum members who are Schwab clients. Currently, there are three ITA portfolios using Schwab as the discount broker. These portfolios and the specific management models are: Schrodinger: This portfolio is managed using the Strategic Asset Allocation Model (SAAM). Keep in mind this Schrodinger is a new portfolio and […]
Next week will be a busy one here at ITA as five portfolios come up for review. They are: Curie – Tranche Momentum Model Huygens – Tranche Momentum Model Schrodinger – Strategic Asset Allocation Model Bethe – Strategic Asset Allocation Model (Changes are coming to the Bethe as I am shifting from SAA over to […]
This will be a busy week as the reviews coming up include two Strategic Asset Allocation portfolios (Weisskopf and Bethe) and two Tranche Momentum portfolios (Curie and Huygens). Since the Curie is not scheduled until Tuesday, I plan to take an early look tomorrow to see if any selling is required and where there are […]
With citizens of Britain voting to exit the European Union, markets are tumbling all over the world. The Dow Jones Industrial Average is set to open about 500 points or approximately 3% lower. This morning I went into a number of accounts and set buy orders for ETFs such as VTI, VOE, VBR, VEA, VWO, […]