Checking the Bullish Percent Indicator (BPI) data this morning, only Materials is oversold. This sector, like most of the other 10, moved up since purchasing VAW. Utilities and Energy moved above the 30% bullish line. We need to keep a watchful eye on Staples as it is only 32.43% bullish or very close to the […]
Archives for January 2025
Einstein Portfolio Review: 16 January 2025
Of the thirteen (13) portfolios I track here on the ITA blog, Einstein is the poorest performer based on both return and risk. As readers will recall, the owner of this portfolio needed resources for educational purposes and those funds were withdrawn during a bullish market period. Bad timing is part of life so now […]
Millikan Portfolio Review: 15 January 2025
“Millikan is a portfolio that focuses on asset allocation and tax reduction strategies. It provides insight and recommendations for optimizing investment portfolios and minimizing tax liabilities. Through meticulous analysis and expert guidance, Millikan offers a comprehensive approach to achieving financial goals while maximizing tax efficiency.” So says Gemini AI. As with several other ITA portfolios […]
Gauss Portfolio Review: 14 January 2025
The following paragraph within the quotes was AI generated. “Hello! We hope this message finds you well. We are excited to share with you our latest portfolio review. Our team has been working diligently to analyze the market trends and fine-tune our asset allocation strategies. In this review, we delve into the performance of various […]
Carson Sector BPI Portfolio Review: 13 January 2025
We begin a busy week of updates and reviews as at least one portfolio is scheduled each day. Last Friday the Sector Bullish Percent Indicator (BPI) flashed a buy for Real Estate (VNQ). Shares will be purchased this morning for those portfolios. Carson is the account up for a review this morning. Check the analysis […]
Rutherford-Darwin Portfolio Review – 10 January 2025
I will start this post with my usual weekly look at US Equity markets through the eyes of the S&P 500 Index (SPX): where we see that, after starting the week strongly on Monday, the markets deteriorated badly going into the end of the week. We are now sitting on that neckline support/resistance line that […]
Bullish Percent Indicators: 10 January 2025
Based on the slamming U.S. Equities experienced yesterday and most of this past week I thought it best to see how the Bullish Percent Indicators (BPI) data reacted. Would any new sectors show up as a buy or did any sectors dip below the 30% bullish marker? Turns out one sector did dip into the […]
Kahneman-Tversky Portfolio Review: 8 January 2025
At the end of every year (at least) I take a look at my portfolios and ask myself the question – “Is it worth the effort trying to actively manage my portfolios rather than simply holding an Index fund ?” (for example). As we see in many of our reviews it is very difficult to […]
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