US Equities continued consolidating in the 6800-7000 range in the SPX (S&P 500 Index) but closing ~1.3% lower than last week’s close and near the bottom of the channel:
Archives for February 2026
Copernicus Portfolio Update: 12 February 2026
Copernicus, the all equity portfolio, is back for an update or review. I’ve backed off from investing only in VOO or the S&P 500. Ten of the 500 stocks in the S&P 500 make up 39.1% of the entire index. Let one of the ten (10) sneeze and the S&P 500 index will come down […]
Bethe Portfolio Review: 11 February 2026
Bethe is one of numerous Asset Allocation (AA) investing models tracked and managed here at Investment Trend Analysis (ITA). While the Bethe is not fully in balance, the shares of the different ETFs are making their way toward the target percentages. I had hoped to have all the AA portfolios in balance by the end […]
McClintock Sector BPI Portfolio Review: 10 February 2026
McClintock is the Sector BPI portfolio up for review this morning. Last Friday the Information Technology sector dropped into the oversold zone so yesterday I purchased shares of VGT. Of all the sectors, Technology is the most volatile and therefore holds the highest percentage of the portfolio when recommended for inclusion in the portfolio. Keep […]
Darwin 2026 Portfolio Review: 6 February 2026
US Equities, as represented by the SPX (S&P 500 Index), lost ~0.2% on the week but continue to consolidate in the 6900-7000 range after falling below this range earlier in the week and recovering on Friday with support at the 6800 level and 89-period Exponential Moving Average (EMA) line:
Kepler Asset Allocation Portfolio Update: 6 February 2026
Kepler is in the rebuilding phase. In addition, the asset allocation is one of the most conservative of all the ITA portfolios. Three of the “most needed” sectors are part of the Kepler and they are: Health, Utilities, and Consumer Staples. Even in the most difficult financial periods these three ETFs hold stocks that provide […]
Gauss Portfolio Update: 5 February 2026
Gauss is another asset allocation portfolio designed to withstand a major draw-down of equities. Trailing Stop Loss Orders (TSLOs) are in place for ETFs such as QUAL and RSP. I recently added VIG to the portfolio so it is not yet up to target. Limit orders are in place to add more shares to […]
Pauling Asset Allocation Portfolio: 4 February 2026
Pauling is another asset allocation portfolio set up to provide some resistance should we experience a correction or worse, a recession. The portfolio is slowly rounding into shape where most of the asset classes are close to their target percentages. The goal is to reinvest new cash deposits and dividends. Assets most under target will […]
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