The Bohr and Bethe are similar portfolios in that they both hold equities for growth and Closed-End-Funds (CEFs) for income. In both accounts they are essentially Buy and Hold portfolios as there is very little trading taking place.
Archives for 2023
Rutherford Portfolio Review (Tranche 3): 27 January 2023
It was a bullish week for US equities with the SPX up over 2.6% on the week: and touching (but not closing above) the 4100 level that might indicate a reversal of the 2022 downtrend. In terms of relative strength, US equities outperformed all other major asset classes except for US Real estate: Current holdings […]
Portfolio Performance Comparisons: 28 January 2023
It has been a number of weeks since I last reported on the ITA portfolio performances. Since the last report all portfolios have improved using either return or risk as measuring sticks. Checking the following data table, only two portfolios, Pauling and Kepler, are not keeping up or exceeding the AOA benchmark. I would need […]
Bullish Percent Indicators: 27 January 2023
“Bullish percent indicators are technical analysis tools used to determine the percentage of stocks in a particular market index that are currently trading above their respective point of recognition (POR), or “bullish reversal point.” These indicators are typically used to identify market trends and to help traders make buy and sell decisions. There are several […]
Copernicus Portfolio Review: 27 January 2023
Investors looking for simplicity need look no further than the Copernicus model. All that is required is the discipline to save and invest in U.S. Equities. It is simple as that. The Copernicus is definitely a model for young investors who do not have time to spend working with their investments. Dollar cost averaging is […]
McClintock Portfolio Review: 27 January 2023
McClintock, one of the two Dual Momentum™ portfolios, has been one of the better performers over the years I’ve used this investing model. Of the seven different styles of investing, Dual Momentum is one of the easier to understand and manage, particularly if you have the Kipling spreadsheet installed and operating. In addition to the […]
Franklin Portfolio Review: 26 January 2023
Franklin is one of the newer Sector BPI portfolios having moved from the Dual Momentum™ model over to the Sector BPI model as I was not pleased with the DM performance.
Carson Portfolio Update: 25 January 2023
Readers interested or testing the Sector BPI Model will want to follow the review of the Carson, the oldest of this style of investing here at ITA. When I go through these portfolios I first check on the most recent Bullish Percent Indicator (BPI) data. Yesterday there were three over-bought sectors or sectors that showed […]
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