On Thursday the SPX (S&P 500 Index) broke through resistance to hit new all-time highs and confirm that the recent pullback was a mere “breather” in the current uptrend (higher highs and higher lows) that started in May – or even last November (depending on how one defines a low pivot point/level): Compared to the […]
Archives for September 2024
Franklin Sector BPI Portfolio Review: 19 September 2024
This morning I am reviewing one of five Sector BPI portfolios, the Franklin. The Franklin has been using the Sector BPI model for nearly two years so we are beginning to gain some respect for the results. Portfolios using the Sector BPI model are not for everyone as it requires more attention than many investors […]
Bethe Asset Allocation Portfolio Review: 18 September 2024
Bethe is another Asset Allocation model portfolio similar to the Kepler and Einstein, two portfolio recently reviewed. In the case of the Bethe, it is outperforming the AOR benchmark. Just a short word about investment books. Simply put, there are not many that are of use to investors. William Bernstein, Richard Ferri, Larry Swedroe, Burton […]
Kepler Asset Allocation Portfolio Review: 17 September 2024
Yesterday I updated the Einstein, a portfolio very similar to the Kepler to be reviewed in this blog post. Both portfolios were recently switched to the Asset Allocation model and as such both portfolios need special attention when it comes to rebalancing. As readers can see in the first screenshot, the Kepler is heavy in […]
Einstein Asset Allocation Portfolio Update: 16 September 2023
Einstein is undergoing major changes. 1) The investing model is transitioning over to the Asset Allocation model. 2) Funds were withdrawn for educational and personal expenses. 3) The asset allocation was adjusted to follow the David Swensen suggestions. More on this later. With all these changes it will be several months before we see how […]
Huygens Asset Allocation Portfolio Review: 13 September 2024
In an earlier post this morning I mentioned Huygens as a serious contender to be included as one of the investing models for the family portfolio. The Huygens, and several other portfolios I track here at ITA, were recently converted from other models to this very traditional Asset Allocation model. If wishing more information as […]
Rutherford Portfolio Review (Tranche 3 and Tranche 4): 6 September and 13 September 2024
Due to the disruption in access to Yahoo price data, and the fact that I am presently travelling, I was not able to post a review of the Rutherford Portfolio last week so I will attempt to play catch-up this week. After a minor pull-back last week it was a bullish week in US Equity […]
Bullish Percent Indicators: 13 September 2024
It has been several weeks since I last posted data on Bullish Percent Indicators. This week we have clues that large cap stocks continue to drive the U.S. Equities market. The sector BPI data also carries important information, although it may not impact our Sector BPI portfolios. This depends entirely on what ETFs are currently […]
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