Franklin is the Sector BPI portfolio scheduled for review this morning. A number of months ago this portfolio was a “laggard.” Improvement began when this portfolio was moved to the Sector BPI Plus investing model. Follow the analysis below for additional information.
Archives for October 2023
Copernicus Portfolio Review: 17 October 2023
Copernicus is the portfolio up for review this morning. If you have been reading the ITA blog for any length of time you are well aware of the simple investing philosophy behind the Copernicus. Save, invest in U.S. Equities and forget. Ride out the highs and lows of the U.S. Stock Market. The Copernicus is […]
Carson Sector BPI Portfolio Update: 16 October 2023
The Carson is the oldest Sector BPI portfolios and one of the better performers tracked here on the ITA blog. The current condition is going to be one to watch as it will be a good test to see if the Sector BPI model can outperform the S&P 500. Based on the Bullish Percent Indicator […]
Rutherford Portfolio Review (Tranche 4): 13 October 2023
The week started with a continuation of the recovery bounce that we saw at the end of last week – but this was to be negated on Thursday and Friday with the earlier gains being given back and US equities closing the week only ~0.25% higher than last week’s close and moving lower: The upper […]
Bohr Sector BPI Portfolio Review: 13 October 2023
Bohr is currently classified as a Sector BPI Plus portfolio, but it is still in transition from a Growth and Income portfolio. This portfolio continues to hold a number of Closed-End-Funds (CEFs). Now that the third quarter dividends are in I’ll be selling them and reinvesting in the oversold sectors.
McClintock Portfolio Review: 13 October 2023
McClintock is one of several Relative Strength portfolios where a limited number of ETFs form the investment quiver. The security options focus on U.S. Equities, Developed International Equities, Emerging Market Equities, and Bonds. The Kipling spreadsheet provides guidance as to which ETFs to Buy, Hold, or Sell. McClintock Security Recommendations The current recommendation is to […]
Bullish Percent Indicators: 13 October 2023
Based on Bullish Percent Indicator data this past week was a good week for U.S. Equities. I would not classify it as excellent, but at least there were positive moves in all the major indexes and one sector (Materials) moved out of the oversold zone. There are still five sectors that are oversold so we […]
Gauss Portfolio Review: 10 October 2023
Gauss is one of six Sector BPI Plus portfolios managed here at ITA. Recent additions to this investing model are: Bohr and Bethe. Since the beginning of this year the Gauss reversed the Jensen trend from negative to positive and it continues to outperform the S&P 500 (SPY) benchmark. This week I sold off shares […]
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