Change is the investor’s only certainty. – T. Rowe Price, Jr. Huygens is the Sector BPI portfolio up for review today. In this review I’ve included what I call the Portfolio Sector Report. Readers will find it is the fifth screenshot. The reason for including this information is so those using the Sector BPI model […]
Archives for 2024
Pauling Sector BPI Portfolio Review: 14 February 2024
If you checked either the Forum or a comment under the latest Bullish Percent Indicator post you found the latest move among the sectors that make up the U.S. Equities market. The sector in question is identified in the analysis of the Pauling so follow along as I walk through this February review.
Gauss Sector BPI Portfolio Review: 13 February 2024
Gauss is another portfolio last reviewed in January so I am bringing it into the February fold with this update. As readers will see in the security holding worksheet, I’ve added VEA and VWO as potential options. These international equities add diversity to the Gauss Sector BPI portfolio. Neither VEA or VWO are currently recommended […]
Portfolio Performance Data: 9 February 2024
Every month or six weeks I post a data table showing the relative performance values for all the portfolios I track here at ITA Wealth Management. Not included in the table are the portfolios managed by Hedgehunter. The data includes Internal Rates of Return (IRR) and a variety of risk factors. Five measurements are then […]
Rutherford Portfolio Review (Tranche 1): 9 February 2024
US Equities continued their steady climb this week hitting new all-time highs at the close on Friday: Since we are at all-time highs, with no obvious indications of the next resistance level, the best I can do is look at the 100% Fibonacci extension from the November lows – that suggests possible resistance at~5200 if […]
Bullish Percent Indicators: 9 February 2024
Bullish Percent Indicators are mixed this week which is not all that unusual. One sector is approaching the oversold zone and will require close watching this coming week. Both the DJIA and DJTA are bullish indicating this is still a large-cap driven U.S. Market. Small and Mid-Cap stocks are still not participating as one would […]
Franklin Sector BPI Portfolio Review: 9 February 2024
Franklin is the Sector BPI portfolio schedule for review today. I adjusted the Maximum Asset Allocation percentages for the three U.S. Equities in order to emphasize VOO as it is the S&P 500 option. Holding more shares of VOO will keep the Franklin closer to the S&P 500 (SPY) standard.
Bethe Portfolio Update: 8 February 2024
Bethe is the portfolio scheduled for review today and a few changes were made in the investment quiver. The Maximum Asset Allocation percentages (green arrow) were adjusted in order to emphasize or tilt the portfolio toward the S&P 500 (VOO) as that is the benchmark. Rather than eliminate VTI and ESGV, I just lowered the […]
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