After last week’s pre-holiday fireworks the celebrations fizzed out after the holiday and US equities closed down ~1% lower than last week’s close: Another re-test of the 4300 level would not surprise me – but then it’s anyone’s guess where we might go from there. Since we are getting towards mid-summer a sideways market into […]
Archives for 2023
Bullish Percent Indicators: 7 July 2023
Based on Bullish Percent Indicators (BPI) the equities market this past week was flat to a trivial uptick. No new instructions for managing Sector BPI portfolios show up this week. With the prospect of two more 25 basis point increases in the interest rate this year, don’t expect to see much out of U.S. Equities. […]
McClintock Portfolio Review: 7 July 2023
McClintock is the portfolio up for review this morning. Managed as a Dual Momentum portfolio in the past, I am making a few adjustments such as increasing the number of assets the portfolio can hold at any one time. This change should reduce portfolio churning and save on taxes as this portfolio is held by […]
Millikan Sector BPI Portfolio Review: 5 July 2023
The Millikan portfolio is one of several Sector BPI Plus portfolio watched over here at ITA. While it is very early in July, the results are positive thus far, something not exactly expected for this time of year. As an aside, readers who enjoy trumpet music will find this Youtube Video most pleasing.
4 July 2023
Wishing all ITA readers a safe and relaxing 4th.
Bohr Portfolio Update: 3 July 2023
Now that the second quarter is history, portfolios lagging in performance are under scrutiny. The Bohr is one such portfolio. With all the positive signals emanating from the Sector BPI investing model. with permission from the owner, I am in the process of slowly migrating the income driven Bohr over to the Sector BPI Plus […]
Schrodinger Portfolio Update: 3 July 2023
The Schrodinger is an Intelligent Portfolio based at Schwab. At least this is how Schwab identifies portfolios managed by computer. I think of this investing style as Robo Advisor portfolios. Regardless, this type of investment is as easy as it gets. After setting up the portfolio with Schwab (other brokers have similar offerings) all one […]
Carson Sector BPI Portfolio Review: 1 July 2023
Earlier today I posted Internal Rate of Return (IRR) data on the Sector BPI Plus portfolios. This review of the Carson, one of four Sector BPI portfolios, walks readers through the process of how to manage a sector portfolio. Carson Investment Quiver Below is the current investment quiver and holdings in the Carson. The sector […]
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