The following table includes ITA portfolio performance data as of June 16th. Since the last update the portfolios have shown improved IRR values, while the S&P 500 took an even larger leap forward. I’ll point out a few things to keep in mind as you look over the following table. For starters, one important factor […]
Archives for 2023
Rutherford Portfolio Review (Tranche 3): 16 June 2023
Another bullish week in US Equities with the SPX continuing it’s move within the uptrend channel and sitting at the upper 1 SD boundary – where we may see some resistance: This week’s performance in US equities placed pretty near the top of the list in terms of major asset class performance, with global equities, […]
Franklin Sector BPI Plus Review: 17 June 2023
Next week is going to be a heavy week for portfolio reviews. See the middle bottom footer. To gain a head start I’ll begin with an update of the Franklin as little action is required. ITA readers will recall that the Franklin began as a Dual Momentum™ portfolio, but with mixed performance results. The goal […]
Bullish Percent Indicators: 16 June 2023
Bullish Percent Indicators (BPI) for this week will bring changes in a few Sector BPI Plus portfolios as the Industrial sector moved into the overbought zone. A Trailing Stop Loss Order is called for if you are holding either VIS or IYJ in the portfolio.
Kepler Portfolio Review: 15 June 2023
Kepler is the portfolio up for review this morning and major changes are in the making as readers will see in a moment. I’m reworking the Investment Quiver for both the Kepler and Einstein in hopes of improving the return for the risk taken. The Internal Rate of Return (IRR) of the Kepler is not […]
Kepler Portfolio Review: 12 June 2023
Kepler is one of the few portfolios scheduled for review this week. When a portfolio ranks at the bottom of the list when it comes to the return/risk ratio, it is time to make a change. Readers will see the investment quiver shrink to a few basic ETFs, not too dissimilar from the investment quiver […]
Gauss Sector BPI Portfolio Update: 10 June 2023
As mentioned in the Bullish Percent Indicator data update this morning, I discussed the possibility of “tweaking” one or more of the Sector BPI Plus portfolios. This blog post walks readers through such a “tweak.” While the change is minor, limiting the percentage that is to be invested in any one sector will open up […]
Rutherford Portfolio Review (Tranche 2): 9 June 2023
US equities continued to confirm their bullish trend over the past week although they could not close above the 4300 mark: 4300 is the 61.8% Fibonnaci retracement level from the October 2022 lows to the prior January 2022 all-time high. It is also a significant area of previous support/resistance – notably the August 2022 attempt […]
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