Einstein is the portfolio scheduled for review this morning. The Kepler and Einstein are the two remaining Relative Strength or Relative Momentum portfolios requiring an understanding of how the Kipling spreadsheet works. This analysis will take readers through the major steps.
Archives for January 2023
Portfolio Summary: 16 January 2023
This blog post is a review for long-time members. New members may not be aware of the different investing models used here at ITA. The following list does not include the portfolios reported on by Hedgehunter. ITA Wealth Management Portfolios Schrodinger Portfolio: I begin with this one as it is the easiest to manage. The […]
Bullish Percent Indicators: 13 January 2023
Friday, the 13th of January, brings changes to those managing a Sector BPI portfolio. Energy, Financial, and Real Estate all moved into the over-bought zone this week. All major indexes are bullish. None of the indexes penetrated the over-bought zone, but the NASDAQ is getting close. We see a big percentage jump in Technology which […]
Gauss Portfolio Update: 13 January 2023
Gauss is the portfolio up for review this morning and we have the first Sell signal since setting up this Sector BPI portfolio. Follow along with the logic as to how well this might pan out for those using the Sector BPI model.
Franklin Portfolio Update: 12 January 2023
Updating the BPI sector data this morning I find all sector ETFs continue to reside between the 30% and 70% bullish zones although Energy (VDE) is approaching the 70% bullish zone. Another one or two good days and it will be necessary to place a 3% TSLO on VDE.
Schrodinger Portfolio Review: 11 January 2023
Looking for a passive portfolio where you do nothing but save? The Schrodinger is the portfolio for you. Schwab calls these “Intelligent Portfolios.” I refer to them as Robo Advisor portfolios as they are managed by computer. The owner of the Schrodinger does nothing except invest more cash when available. The Schwab computer performs all […]
Hawking Portfolio Review: 10 January, 2023
The Hawking Portfolio is a Buy-and-Hold “Income” Portfolio built from Closed-End-Funds (CEFs) paying high yields (>8%) and, generally, selling at a discount (at least at the time of purchase). The composition of the current portfolio looks like this: with performance over the past 2 years looking like this: i.e. returns have stayed consistently ahead of […]
Millikan Portfolio Update: 10 January 2023
Millikan, one of four Sector BPI portfolios, is the model up for review this morning. This portfolio previously was managed using the BHS/Relative Momentum model and was not performing as expected. I just checked and it ranked #14 based on IRR data and is now #8. There are a number of portfolios grouped close together […]
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