Copernicus is one of the better performing ITA portfolios. Set up to invest primarily in U.S. Equities the current portfolio is carrying an excess amount of cash as better buying opportunities are anticipated sometime in 2026. Copernicus Security Holdings Below is the current security holdings within the Copernicus
Archives for 2025
McClintock Sector BPI Portfolio Review: 9 October 2025
Faced with the high probability U.S. Equities is in for a correction, if not worse, how should an investor manage their portfolio? The decision is much easier for Sector BPI portfolios such as the McClintock, Carson, and Franklin as this investing model is designed to take
Hawking Portfolio Review: 3 October, 2025
It has been 3 months since I last reported on the performance of the Hawking Portfolio – basically because it is essentially a “Buy-And-Hold” portfolio of Closed-End-Funds (CEFs) that pay out high monthly distributions/dividends and requires very little attention. In my last review I outlined why
Millikan Preparation for 2026
As we approach the fourth quarter of 2025 I will be setting up portfolios for 2026. The outlook is less promising for the coming year compared to 2025 so a more conservative approach makes sense. The new asset allocation for the Millikan is designed to be
McClintock Sector BPI Portfolio Review: 26 September 2025
Little has changed since the recent recommendation to purchase shares in Consumer Staples. VDC is the Exchange Traded Fund (ETF) that covers this sector of the U.S. Equities market. I recently purchased 15 shares of VDC as Consumer Staples dropped below the
Schrodinger Portfolio Update: 25 September 2025
Schrodinger had an excellent August with a 3.5% return on investments. This computer manage portfolio is performing very well as readers will see as they read through this blog. Should we see a recession in 2026 it will be interesting to see how this Robo
Carson Sector BPI Portfolio Update: 22 September 2005
We begin Fall with an update of the Carson portfolio, the original Sector BPI portfolio. When Consumer Staples dropped into the oversold zone I added more shares of VDC not realizing the Carson already held shares representing this sector. That is why the portfolio has an abundance of this security.
Franklin Sector BPI Portfolio Review: 19 September 2025
Of the 13 portfolios I track here at ITA the three Sector BPI portfolios are the most complicated to manage as they require access to Bullish Percentage Indicator graphs. I use StockCharts for this information. Last Friday the Consumer Staples sector came so close to the 30%
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