To open up March Schrodinger is an appropriate portfolio as it is the easiest to manage. All one needs to do is save. The owner of the Schrodinger did just that by adding a few dollars last month which in turn caused Schwab’s Robo Computer to add a few shares to several existing holdings. I’m […]
McClintock Portfolio Update: 28 February 2023
McClintock, one of two remaining Dual Momentum™ portfolios, was not scheduled for an update this morning, but it was the last portfolio not updated since January. Before moving into March, I wanted current data for the Portfolio Performance spreadsheet so that is the reason for this early post. In the following worksheet (from the Kipling […]
Gauss Portfolio Review: 28 February 2023
Gauss needs a little work this morning as the Utilities sector is not fully populated. Energy (VPU) is within a whisker of being over-sold so I have limit orders in place to pick up more shares of this sector. Nothing else has changed within the Bullish Percent Indicator world.
Portfolio Performance Data: 24 February 2023
Thus far, February kicked the bullish air out of the January balloon. A few of the ITA portfolios managed to claw back into positive territory in January, only to fall back into the red in February. This information is based on the last 13.5 months of data. Nevertheless, each investment style with exception of the […]
Bullish Percent Indicators: 24 February 2023
Bullish Percent Indicators are ending February in a downward trend. All major indexes are bearish, yet none are in the over-sold zone. We need to check on Sectors to pick up an over-sold condition. Just a short word regarding the above photograph. This past week Portland experienced the largest snowfall since the 1940s. Measured at […]
Franklin Portfolio Review: 23 February 2023
Looking back eight or nine months ago the Franklin was trailing its benchmark (AOA). Since that time the Franklin has pulled ahead of the benchmark, partially due to moving from the Dual Momentum™ model to the Sector BPI model. Will this trend continue is the cogent question? If interested in the Sector BPI model, follow […]
Millikan Portfolio Review: 22 February 2023
Millikan is the Sector BPI portfolio up for review today. If you will recall the BPI data from last week, Utilities (VPU) was found to be in the over-sold zone or below the 30% bullish mark. Energy (VDE) was so close to over-sold that I considered it to be available for purchase as well. That […]
Pauling Portfolio Review: 21 February 2023
When the Portfolio Performance table was last updated on February 10, 2023, the Pauling portfolio nailed down position #15 in every column. In other words, this is the worst performing portfolio of the fifteen I track here on the ITA site. Pauling is a Dual Momentum™ portfolio and was expected to withstand market draw-downs better […]
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