US Equities continue their consolidation pattern in the 6800-7000 range of the SPX (S&P500 Index) with a 1.1% gain from last week’s close:
Archives for 2026
Franklin Sector BPI Portfolio Update: 20 February 2026
Franklin is nearly 40 months old and still thriving as one of three Sector BPI portfolios. Named after Rosalind Franklin, this portfolio is holding its own when compared to any of the six Internal Rate of Return (IRR) benchmarks and the Jensen Performance Index. The Jensen is also known as the Jensen Alpha. Investors interested […]
Bohr Portfolio Review: 18 February 2026
While the Bohr portfolio is an Asset Allocation style portfolio, the emphasis is more on generating income than focusing on growth. As a result the Bohr is not one of the better performing portfolio when compared to any of the six benchmarks I track here at ITA. Should we see a market correction or worse […]
Millikan Portfolio Review: 17 February 2026
Millikan is the Asset Allocation portfolio up for review this morning. I added SCHD as another dividend oriented asset knowing there is overlap with VYM and VIG. Dividends are used to keep asset classes in balance. Since cash is at a premium and I don’t plan on selling existing holdings, I’ll wait for any infusion […]
Dirac 2026 Portfolio Review: 13 February, 2026
The objective of the Dirac portfolio is to try to beat the performance of the broader US Equity markets, as represented by SPY, by rotating holdings between sectors that comprise the benchmark. Currently holdings look like this: with seven of the ten sectors available in the quiver being held in the portfolio.
Darwin 2026 Portfolio Review: 13 February 2026
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:
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 […]
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