As the oldest Sector BPI portfolio, the Carson is still a relatively young example of this “hypothetical” investing model. As such I use the Carson as a bellwether for the Sector BPI approach to portfolio management. No sectors are in the oversold zone. Energy is closest and I checked this morning to see if it […]
Archives for 2024
Millikan Sector BPI Portfolio Review: 6 February 2024
Millikan is the Sector BPI portfolio up for review this morning. Since no sectors of the U.S. Equities market are oversold we look for buying opportunities other than sector ETFs. The three ETFs of interest are: VTI, VOO, and ESGV. I’ve not expanded the Millikan to include VEA and VWO. I’m testing that option with […]
Kepler Sector BPI Portfolio Review: 5 February 2024
Kepler consistently ranks in the bottom quartile of the portfolios I track here at ITA. As one of the more recent portfolios to be moved to the Sector BPI investment model the objective is to watch the growth, be it negative or positive, over the next year or so. Readers will note that I’ve added […]
Rutherford Portfolio Review (Tranche 4): 2 February 2024
It was a relatively volatile week in the US equity markets last week with a bit of a scare on Wednesday but, in the end, the markets ended up a little over 1% from last week’s close: This placed US equities near the top of the list of major asset classes in terms of performance, […]
Bullish Percent Indicators: 2 February 2024
U.S. Equities ended the week on a strong note. Is this reflected in the Bullish Percent Indicators? Did any sectors drop into the oversold zone? Follow the tables below for answers to these questions. If you are blocked from reading this blog, register as a Guest and then wait to be elevated to the Platinum […]
Copernicus Portfolio Review: 2 February 2024
Early in the month is an excellent time to review portfolios such as the Copernicus and Schrodinger as both are “no-brain” portfolios in that neither require any significant decisions. One does not need a degree in Finance from the University of Chicago to manage these portfolios. While the Schrodinger is an asset allocation portfolio managed […]
Schrodinger Portfolio Review: 1 February 2024
February is here and it is time for the crocus to bloom in Oregon. Early in any given month is an excellent time to review the Schrodinger as no decisions are required. This is a Save & Watch style portfolio that Schwab calls their Intelligent Portfolio model. Schwab currently requires an initial investment of $5,000 […]
Franklin Sector BPI Portfolio Review: 31 January 2024
Next month ITA will celebrate its 16th birthday. To hold down the cost of operating this free blog I delete old posts in order to control storage space. This is why blogs going back more than 10 years are no longer available. Here is one of the older posts for the Franklin, the portfolio up […]
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