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% bullish signal that I placed orders for VDC […]
Archives for September 2025
Copernicus Portfolio Update: 18 September 2025
The Copernicus has essentially operated as a passive portfolio. Save and invest in broad market equity ETFs has been the philosophy up to this point. With an overvalued stock market what is the next move? I plan to swap SCHD with VYM and continue dollar-cost-averaging into equities. Instead of buying at market or setting […]
Gauss Asset Allocation Portfolio Review: 17 September 2025
Gauss is another asset allocation portfolio that is undergoing a rebalancing process. This morning I sold off some shares of SHV so as to begin to rebuild the equity holdings such as VO, VB, VEA, VWO, and VNQ. See the process below.
Pauling Asset Allocation Portfolio Review: 16 September 2025
Pauling is another “easy to manage” asset allocation portfolio. All asset classes have yet to be fully populated. That should take place over the next three to six months. I am still waiting to see what the FEDs do with interest rates and how tariffs impact the U.S. economy. Here in the Northwest regular gas […]
Bohr Portfolio Review: 15 September 2025
This is going to be a busy two weeks for portfolio updates as ten accounts are schedule for review. This morning it is time to check in on the Bohr portfolio. As readers can see from the pie chart below, the Bohr is holding nearly the entire portfolio in short-term treasuries (SHV). While this is […]
Rutherford-Darwin Portfolio Review: 12 September 2025
US Equities hit more new all-time highs again this week as the SPX (S&P 500 Index) closed up ~1.6% from last week’s close:
Kepler CEF Portfolio Review: 12 September 2025
As one of the poorest performing portfolios, if not the least productive, it was encouraging to see Kepler turn in the top performance in August. It might be an outlier or the beginnings of a strong future using Closed-End-Funds (CEFs). The Kepler is certainly a portfolio to watch over the next several quarters. Shares of […]
McClintock Sector BPI Portfolio Review: 10 September 2025
In case you were unaware, all three Sector BPI portfolios are named after women scientists. All three portfolios are performing quite well and if the Vanguard projection (see link at the bottom of this page) comes close reality these three portfolios should perform above average. I’ve been bearish on U.S. Equities for a number of […]
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