As investors we know 2022 was a poor year, particularly for stocks or equities. Just how bad was it? The following performance table lays out the painful news. One does need to remember that 2021 was a stellar year so we need to accept the bad with the good.
Archives for December 2022
Bullish Percent Indcators: 30 December 2022
Pay particular attention to the second screenshot as that is where one finds the data to manage the Sector BPI portfolios.
Millikan Portfolio Review: 30 December 2022
The Millikan portfolio is one of the latest accounts to move from the Relative Strength management model over to the Sector BPI model. There are still a number of asset class equity holdings in the Millikan. I’ve set Trailing Stop Loss Orders (TSLOs) ranging from 2% to 4% so these should not last through January […]
McClintock Portfolio Review: 29 December 2022
McClintock is the top performing Dual Momentum™ portfolio tracked here at ITA. The recommendation to remain in International Equities has not changed since last month. Instead of three securities I broadened the options to seven (7) although the focus is to invest 100% in a single security. I deviate from the single investment from time […]
Carson Update: 27 December 2022
The Carson portfolio does not need an update. However, to continue to build a base for this new investment approach, I’m committed to keeping investors aware of what is going on with the Sector BPI Model portfolio. No changes are anticipated as the Carson is currently holding the required shares of Energy and Technology. A […]
Gauss Migration To Sector BPI Model: 27 December 2022
Gauss and Millikan are two portfolios I’m shifting over to the Sector BPI Model as neither is performing at a level expected. The following analysis explains the process I’m using for this migration. Both portfolios were considered Relative Strength portfolios where I was using the Buy-Hold-Sell (BHS) system.
Preparing the Millikan For Transition: 26 December 2022
Within the last few weeks I set up the Carson and Franklin to operate as Sector BPI portfolios. Over the next few weeks the Millikan and Gauss will join the original two. The Millikan and Gauss are laggards and not performing as well as expected. That is the motivation for the change. Millikan Investment Quiver […]
Merry Christmas
“Anyone who possesses the fine virtues of politeness, tolerance and generosity, honesty, diligence and benevolence can be regarded as a person of humanity. Politeness will save one from the insults of others; tolerance and generosity will evoke the love of others; honesty brings trust from people; diligence foretells success; and benevolence encourages others to […]
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