Last April I moved the portfolio management style over to Asset Allocation as the Bohr was not performing as expected. Now that we face the high probability of a market crash, I am paying close attention to the recommendations that come out of the Kipling spreadsheet. As readers will see in a moment, no equity […]
Archives for November 2025
Recession: Will Equities Drop In The Next 18 Months?
There are two reasons for posting this blog. With Recession in the title, readers a year from now can Google the word and come up with this post showing when ITA was sounding the alarm for the coming recession – or worse. In fact, I have been hinting at the coming market draw-down for months. […]
Kepler Portfolio Review: 17 November 2025
Kepler is one of the poorest performing portfolios tracked here at ITA. Hence, a major shift in the asset allocation. In preparation for the anticipated recession (or worse} I am revamping the asset allocation. Simplification is the direction I am moving with the Kepler. For the foreseeable future the portfolio will primarily be populated by […]
Darwin Portfolio Review: 14 November 2025
It was a fairly uneventful week in the US equity markets with the SPX (S&P 500 Index) still in a consolidation mode in the 6600-6900 zone and closing essentially unchanged on the week:
Copernicus Portfolio Review: 14 November 2025
As you move through this update of the Copernicus, don’t neglect to listen to the video linked at the bottom of the page. There are other YouTube videos also explaining the seven stages that align before a major market draw-down. Since the Copernicus is an equity only portfolio, how should one prepare this account for […]
Pauling Portfolio Review: 13 November 2025
Pauling is one of several portfolios recently converted to the Asset Allocation management model. While the assets may vary slightly from portfolio to portfolio, the general management model is the same. Select Exchange Traded Funds (ETFs) that represent different asset classes, set target percentages, and then follow the Kipling recommendations as to when to Buy […]
McClintock Sector BPI Portfolio Review: 11 November 2025
The McClintock is positioned much the same as it was last month. Materials and Consumer Staples are the sectors of interest. Several other sectors dipped into the 30% bullish zone and I set some limit orders to purchase one-half the target percentage or one-half the recommended shares when a Buy is triggered. These limit orders […]
Einstein Asset Allocation Portfolio Review: 10 November 2025
No immediate changes are recommended for the Einstein as there are no Buy recommendations. Available cash is invested in short-term treasuries or SHV.
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