Newton Portfolio Review
One of the more complex portfolios tracked here at ITA is the Newton Portfolio. Viewing the Dashboard below, readers will see that many asset classes are out of balance. Limit orders in place to bring these asset classes closer to the "proper" percentages and I picked up shares since the Dashboard was uploaded for viewing. At the bottom of the blog post is a link to the non-macro-enabled spreadsheet. This spreadsheet is already slightly out of date as limit orders were struck just moments ago.