Huygens is one of the income portfolios that is constructed around Closed-End-Funds. It is best to use this approach with tax deferred accounts as much of the growth is tied to dividends. This is a relative new investing model here at ITA and as such the model is under performance notice. In other words, I […]
Archives for 2023
Darwin Portfolio Review: 6 January 2023
The Darwin Portfolio is a relatively inert portfolio in that all assets in the portfolio quiver are held continuously (Buy-and-Hold) in allocations designed to keep the risk from each asset at defined levels as calculated from volatility measurements over time. Throughout most of 2022 I had this risk level set to a rather high level […]
Carson Portfolio Review: 9 January 2023
With no Bullish Percent Indicators positioned in either the over-bought or over-sold zones, I could have skipped this update of the Carson. No changes are required at this time. There is one change in the Sector BPI model that I’ll explain in a moment and it has to do with how one determines the maximum […]
Bullish Percent Indicators: 6 January 2023
Bullish Percent Indicators for this first week in January indicate no sectors are over-sold. Technology move above the 30% bullish line yesterday as it was the lone over-sold sector on Thursday. If you are managing a Sector BPI portfolio and using end-of-week data, you will do nothing this week. Follow along. Index BPI Overall, the […]
Gauss Portfolio Update: 6 January 2023
Gauss, a former Relative Momentum portfolio, is the Sector BPI Model account up for review or update this morning. When I update a Sector BPI portfolio I collect the most recent Bullish Percent Indicator data possible. That was very important this morning as Energy (VDE) moved above the 30% threshold or what is the over-sold […]
Franklin Portfolio Update: 5 January 2023
Franklin is another Sector BPI portfolio and one I would have passed over this week were it not for a recommended change. Follow along with the logic below.
Kepler Portfolio Review: 4 January 2023
Kepler, one of two remaining Relative Momentum portfolios, is the account up for review today. This review comes at a time when the U.S. Congress is a mess and we have concerns such disruptions may work their way into the financial markets. Readers will note the cautious approach when working with portfolios such as the […]
Positioning The Millikan: 3 January 2023
Millikan is one of the portfolios in transition from the Relative Momentum model over to the Sector BPI model. This blog explains where the Millikan is in the transition and how I am repositioning the portfolio. It is really quite simple so follow along as I explain the process.
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