Investors seeking income and growth will find Bethe and Bohr the two portfolios to follow. This morning I will update the Bethe. If one seeks only income, then Huygens is the portfolio of interest.
Copernicus All Seasons Portfolio Review: 27 March 2023
While I’m a few days early updating the Copernicus, I need to insert this analysis into the mix for several reasons – new readers at the top of the list. Before anyone is overwhelmed with the various management tools, pay attention to this passively managed portfolio. There are two passive portfolios tracked on the ITA […]
Carson Sector BPI Portfolio Update: 27 March 2023
Carson is the original Sector BPI portfolio here at ITA and one to watch as this experimental model moves forward. Last week the annualized Internal Rate of Return (IRR) moved back into positive territory, only to slip back into negative territory when the U.S. Equities market took a hit on Friday. Based on the latest […]
Bullish Percent Indicators: 24 March 2023
Publication of Bullish Percent Indicator (BPI) data is a nearly weekly event. This data is particularly important now that four ITA portfolios are managed using information from the second screenshot or the Sector Point and Figure (PnF) data table. The four portfolios are: Carson, Franklin, Gauss, and Millikan. The data for the following tables comes […]
Pauling Dual Momentum Review: 24 March 2023
Pauling is one of two remaining Dual Momentum™ portfolios. Remaining in the sense that I moved two DM portfolios over to the Sector BPI model. The other DM portfolio is the McClintock. Of the seven (7) different investing models explained and tracked here at ITA the Dual Momentum model is the most disappointing. While […]
Franklin Sector BPI Portfolio Review: 23 March 2023
The Franklin portfolio is one of four Sector BPI accounts I’m tracking here at ITA Wealth Management. Moments ago I updated the sector section of the BPI spreadsheet and found only three sectors are currently positioned in the over-sold zone. Those three are: Energy (VDE), Materials (VAW), and Real Estate (VNQ). Real Estate dropped from […]
Einstein Portfolio Review: 22 March 2023
Einstein is one of two Relative Strength or Relative Momentum portfolios tracked here at ITA. Of all the various models it is this style that requires the most decisions and software to manage the portfolio.
Carson Portfolio Review: 21 March 2023
Welcome to the first full day of Spring. To open up this season of the year I’ll update the Carson. For additional information on the Sector BPI investing model check out this Seeking Alpha article. I’ve been paying considerable attention to the four Sector BPI portfolios, particularly since we currently have five over-sold sectors. Discretionary […]
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