Bullish Percent Indicator data was last published on January 10th of this year. There was little need to publish anything over the last month as no sector action impacted any of the Sector BPI portfolios. There was one day when Staples
Archives for 2025
Schrodinger Portfolio Review: 6 February 2025
Once more it is time to update the highly touted Schrodinger portfolio. This account is a Schwab “Intelligent Portfolio” managed by computer. I think of this style of portfolio as a Robo Advisor portfolio. As an investor interested in setting up such an account, all one needs
Millikan Asset Allocation Portfolio Update: 5 February 2025
The Millikan portfolio is the other Sector BPI portfolio I am switching to a simplified asset allocation investment model. It will likely take a few more reviews before the portfolio is in balance. The current beta is 0.71. When in total balance the beta should drop below
Gauss Asset Allocation Portfolio Review: 5 February 2025
Gauss is not scheduled for a review until later this month, but since I am shifting this account from a Sector BPI investing model over to a simplified Asset Allocation investing model, I need to get started on the rebalancing process. The following analysis will walk readers
Bethe Portfolio Review: 4 February 2025
With chaos emerging from the “Dunning-Kruger Administration” every day, what should investors be doing with their retirement accounts? A reasonable question. If you are young and are taking the long view, root for the market to decline so you can purchase shares at lower prices.
Rutherford-Darwin Portfolio Review: 31 January 2025
DeepSeek attempted to take US Equities (specifically tech stocks) to the Deep Six on Monday – but markets recovered mid week only to show weakness again on Friday: Overall, the SPX (S&P 500 Index) was down ~1% over last Friday’s close. However, we remain in
Franklin Portfolio Review: 31 January 2025
Franklin is the Sector BPI portfolio up for review this last day of January. Of the portfolios I track here on the ITA investment blog, the Sector BPI investing model requires the most attention to details. Even so, it is a rather simple investing approach to
Rutherford-Darwin Portfolio Review: 24 January 2025
Another bullish week in US Equities with the SPX (S&P 500 Index) closing the week ~1.7% higher than last week’s Close despite weakness on Friday: So much for the predictive powers of “Head and Shoulders” patterns – but wait – maybe it’s a “Double
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