Franklin (named for Rosalind of DNA fame) is the portfolio scheduled for an update this morning. Moments ago I checked the latest Sector BPI data and Utilities (VPU) remains in the overbought zone. The recommendation is to place a 3% Trailing Stop Loss Order (TSLO) under VPU, assuming investors are holding that ETF in their […]
Millikan Portfolio Update: 11 April 2023
Given the over-bought signal generated yesterday for Utilities (VPU) I wanted to update at least one of the four Sector BPI portfolios to see how well it is performing based on annualized IRR data and risk factors such as the Jensen Performance Index. Follow along as I walk through an update of the Millikan. Millikan […]
Kepler Portfolio Management: 11 April 2023
Kepler is the Relative Strength portfolio scheduled for review today. As readers will soon see, this portfolio is not up to snuff when it comes to performance. I’ll work with the BHS model for a few more months, but patience is running thin, particularly when models requiring much less work are performing much better.
Carson Portfolio Update: 10 April 2023
Carson is the portfolio up for review this morning. Based on Bullish Percent Indicator data from last week, no Buy or Sell orders are called for other than the Trailing Stop Loss Order (TSLO) recommended for Energy (VDE). Regular readers have already digested this information. I set TSLOs for VDE in every Sector BPI portfolio […]
Portfolio Performance Comparisons: 7 April 2023
Approximately once a month I post the following portfolio performance data table. Readers need to keep in mind that the data is a rolling look at portfolio performance and is based on the date shown in the third column from the right. Annual IRR data (third column from the left) is current as of April […]
Bullish Percent Indicators: 7 April 2023
There was brief action this week as Staples (VDC) moved into the over-bought zone on Wednesday. Thursday’s market action moved the BPI percentage back into the neutral zone. Since none of the four Sector BPI portfolios were holding any shares of VDC, no sell orders were placed. Overall, the U.S. Equities market, and that is […]
Copernicus Portfolio Review: 6 April 2023
Copernicus is the passively managed portfolio up for review this morning. This portfolio is easy to manage and update and it happens to be one of the more successful portfolios tracked here at ITA. As readers will recall, the Copernicus is populated with U.S. Equities and the philosophy is to never sell. Only save and […]
McClintock Portfolio Review: 4 April 2023
McClintock is one of two Dual Momentum™ portfolios tracked here at ITA. The other is the Pauling. Based on current data, we have a new recommendation this morning as the DM model recommends International Equities. To include Emerging Market Equities I use VEU as the investable ETF to fill this asset class.
- « Previous Page
- 1
- …
- 102
- 103
- 104
- 105
- 106
- …
- 145
- Next Page »
You must be logged in to post a comment.