Dividends and the possibility of the owner adding new money create the opportunity to rebalance Asset Allocation (AA) portfolios. The Pauling is getting there as most of the asset classes are within plus or minus one percentage point (1.0%) of the recommended target. VO and VB are above target, but I don’t plan to sell. […]
Archives for 2024
McClintock Sector BPI Portfolio Review: 17 December 2024
We have been waiting for what seemed like months for some action within one of the eleven sectors. This morning that action arrived as Materials dropped into the oversold zone with a reading of 24.13% bearish. Oversold is defined when the number of stocks within a sector drops below 30% bullish. As you will see, […]
ITA Portfolio Performance Data: 13 December 2024
After a number of down days for U.S. Equities and since I’ve not posted this performance information for a number of months, this morning seemed like a good time to update this data table. While most of the portfolios are much older than three years, the youngest accounts were launched in early 2022 so we […]
Rutherford Portfolio Review (Tranche 1): 13 December 2024
Partial Remains of Hadrian’s Wall – a 73 Mile Fortress of the Roman Empire across the North of England US equity markets were quiet again this week remaining in consolidation mode around the 6100 level in the SPX (S&P 500 Index): Prices closed ~1% lower than last week’s close but Santa still has a couple […]
Einstein Asset Allocation Portfolio Review: 11 December 2024
The Einstein is one of ten Asset Allocation (AA) portfolios I track here on the ITA blog. Eight are reported on regularly and two of the ten include the Schrodinger and Copernicus. The Copernicus is a special breed as I am only using U.S. Equities with this portfolio so one would not consider it to […]
Gauss Sector BPI Portfolio Review: 9 December 2024
Gauss is one of the five Sector BPI portfolios tracked here at ITA. This Sector BPI portfolio just passed its two year mark operating under the Sector BPI model. As readers will see in a moment, the Gauss is keeping pace with the S&P 500 ETF, SPY. SPY is a difficult benchmark to exceed year […]
Rutherford Portfolio Review (Tranche 4): 6 December 2024
It was a relatively quiet week in the US Equity markets but the SPX (S&P 500 Index) eased through the 6000 resistance level and edged slightly higher for yet another week, closing at ~6090: In terms of relative performance, US Equities (as represented by VTI) closed in the middle of the pack with Emerging Markets […]
Carson Sector BPI Portfolio Review: 6 December 2024
Carson is the oldest Sector BPI portfolio tracked here at ITA Wealth Management. We are beginning to see under what market conditions this management style works best and when it lags. The basic idea of the Sector BPI model is to purchase the ETF that mirrors the sector when the Bullish Percent Indicator drops to […]
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