Last week US equities closed at ~4320 and sitting at the top of a potential support zone (4150-4300). The question was whether we would see support at this level (and a bounce) or whether we would see a continuation of the short-term downtrend that we have been in for the past couple of months. The […]
Archives for September 2023
Bullish Percent Indicators: 29 September 2023
There are no surprises this week in the world of Bullish Percent Indicators. With the U.S. Government about to “close” investors need to be prepared for a rocky October. Sane minds will eventually prevail, but until voters penalize childish behavior significant elements of our society will continue to suffer. Earlier this week I pointed out […]
Pauling Portfolio Review: 29 September 2023
Pauling is a portfolio with an identical investment quiver as the Huygens or when the Huygens is purged of CEFs. What is different between the two portfolios is the investing method where I am using the LRPC model with Huygens and the Buy-Hold-Sell (BHS) model with the Pauling. For many months the Pauling is either […]
Huygens Portfolio Review: 29 September 2023
Huygens is the portfolio up for review this morning. If you checked the performance data published yesterday you will see that Huygens is one two portfolios not yet updated in September. The other is the Pauling and I will be working on it later today. The Bethe was updated on 9/28 and the data has […]
Portfolio Performance Data: 28 September 2023
Rather than wait for the third quarter to end and all dividends recorded, I decided to post this portfolio performance data table as there is new information contained in the following. Readers, particularly those new to ITA, need to understand how to interpret the information. In the following table I am posting two different benchmarks. […]
Bethe Portfolio Review: 28 September 2023
As the third quarter comes to a close I am updating a few portfolios before 33 calendar days expire so as to record September data for all the risk ratios. Bethe, Huygens, and Pauling are the three remaining portfolios that need to be updated. Bethe is gradually migrating from a growth and income portfolio over […]
Kepler Portfolio Review: 28 September 2023
Unlike the recent Sector BPI portfolio updates, the Kepler is struggling to keep up with the SPY benchmark. Just last May the Kepler investment quiver was more complicated. Over the summer I’ve simplified the portfolio in hopes of closing the gap between the Kepler Internal Rate of Return (IRR) and the IRR of the SPY […]
Franklin Sector BPI Portfolio Update: 27 September 2023
Like the Carson, which I reviewed yesterday, the Franklin is one of six Sector BPI Plus portfolios. This investing model is rather new and unique to the ITA Wealth Management site. At least I’ve not found anything quite like it on the Internet. Several links are provided at the bottom of this post to help […]
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