Pauling is one of two remaining Dual Momentum™ portfolios. Remaining in the sense that I moved two DM portfolios over to the Sector BPI model. The other DM portfolio is the McClintock. Of the seven (7) different investing models explained and tracked here at ITA the Dual Momentum model is the most disappointing. While […]
Archives for March 2023
Franklin Sector BPI Portfolio Review: 23 March 2023
The Franklin portfolio is one of four Sector BPI accounts I’m tracking here at ITA Wealth Management. Moments ago I updated the sector section of the BPI spreadsheet and found only three sectors are currently positioned in the over-sold zone. Those three are: Energy (VDE), Materials (VAW), and Real Estate (VNQ). Real Estate dropped from […]
Einstein Portfolio Review: 22 March 2023
Einstein is one of two Relative Strength or Relative Momentum portfolios tracked here at ITA. Of all the various models it is this style that requires the most decisions and software to manage the portfolio.
Carson Portfolio Review: 21 March 2023
Welcome to the first full day of Spring. To open up this season of the year I’ll update the Carson. For additional information on the Sector BPI investing model check out this Seeking Alpha article. I’ve been paying considerable attention to the four Sector BPI portfolios, particularly since we currently have five over-sold sectors. Discretionary […]
Gauss Portfolio Update: 19 March 2023
Most investors prefer to keep things simple, particularly if they are still working. If the investing model requires a little thought individuals are likely to avoid using it. While I don’t know how many readers are using the different models tracked here at ITA, I suspect most are applying the Schrodinger, Copernicus or one of […]
Rutherford Portfolio Review (Tranche 5): 17 March 2023
It was a difficult week in the US equity markets with the SPX gaining ~1% in a volatile week of market action: We are at the bottom of a 2 SD short-term uptrend channel and close to the top of a 2 SD longer term downtrend channel. There is support/resistance in this general area and […]
Bullish Percent Indicators: 18 March 2023
This week the Bullish Percent Indicators produce interesting information as well as several anomalies. If you are an investor interested or already using the Sector BPI model, there is new information for readers. Index BPI Friday’s market action produced several anomalies. For example, check out the S&P 500 and Dow Jones Transportation Average (DJTA). Both […]
Franklin Portfolio Review: 16 March 2023
Franklin is one of four Sector BPI portfolios tracked here at ITA. This is a unique investment model not found elsewhere to my knowledge. If you are following the Sector BPI method the other three portfolios are: Carson, Gauss, and Millikan. What happens when multiple sectors fall into the over-sold zone and the recommended percentage […]
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