Kepler is the portfolio up for review this morning. Major asset allocation changes are coming to the Kepler for two reasons. 1) The portfolio has been a poor performer. Therefore adjustments are appropriate 2) The new asset allocation model is designed to be somewhat recession resistant.
Archives for 2025
Huygens Portfolio Update: 18 December 2025
Huygens is the asset allocation portfolio up for review this morning. This portfolio is set up to “resist” taking too big a hit when the correction or recession sets in sometime over the next 12 to 18 months. A correction or recession is certainly not a sure
McClintock Sector BPI Portfolio Review: 15 December 2025
McClintock is the Sector BPI portfolio up for review this morning. The three Sector BPI portfolios are investment models unique to the ITA blog. For more information on this model, go to the Categories menu found in the right sidebar and look for Sector BPI. While we frequently
Copernicus Portfolio Update: 14 December 2025
Copernicus is an equity oriented portfolio designed for young investors or folks who have 10 to 15 years of investing ahead. Investors in retirement who are still able to save a modest amount each month are encouraged to use this asset allocation for at least
Millikan Portfolio Review: 4 December 2025
Millikan is a “classic” asset allocation portfolio in that it is made up of all cap size U.S. Equities, developed and emerging international markets, domestic and international bonds, real estate, crypto currency, gold, and treasuries. Millikan Asset Allocation Model Below is the current
Schrodinger Robo Advisor Portfolio Review: 26 November 2025
Schrodinger is a Robo Advisor portfolio or what Schwab refers to as an “intelligent portfolio.” This portfolio is computer managed so the owner is hands off other than to continue to save and add to the portfolio. Schrodinger is truly a passive portfolio. Schrodinger Asset Allocation Model The
Bullish Percent Indicators: 21 November 2025
It has been months since I last published Bullish Percent Indicator (BPI) data as little changed until the last several weeks. This past week we had sufficient volatility to where several sectors dropped into the oversold zone and we purchased sector ETFs to take advantage of the decline.
Carson Sector BPI Portfolio Update: 21 November 2025
Managing Sector BPI portfolios requires patience as it is not unusual to wait months before we see a Buy or Sell signal. In the last two to three months we have had sector action as a number of sectors dipped into the oversold zone. In other words, several
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