Bethe is the portfolio scheduled for review this morning. Bethe is one of the Growth-Income portfolios of which there are two. The other portfolio is the Bohr. As readers will see in a moment, the current quiver is populated with Closed-End-Funds and there are few equity holdings other than ESGV.
Gauss Portfolio Update: 23 January 2023
Gauss is the portfolio up for review this morning as I missed it last week. If you go back to last Friday’s BPI blog post you will recall that there were no Buy or Purchase recommendations. Only Sell recommendations and those are: Energy, Financial, and Real Estate. Since the Carson does not hold any of […]
Bullish Percent Indicators: 20 January 2023
Investors managing a Sector BPI model portfolio will find the data below of interest. On Monday I’ll check in on the Carson and use this data to make any changes, if recommended. Follow along for more analysis. Index BPI The only major index over-bought is the Dow Jones Industrial Average (DJIA). All others are positioned […]
Millikan Portfolio Review: 20 January 2023
Millikan is one of the newest Sector BPI Model portfolios. As a result, you will see two “holdover” securities, VWO and VEA, still part of the portfolio. I have 3% TSLOs set for both ETFs so it likely will not be too long before both are sold out of the Millikan. The black cloud hanging […]
Franklin Portfolio Review: 19 January 2023
Franklin shed 40 shares of Energy (VDE) this morning as the market plunged lower. In the following Sector BPI Model readers will see how well the Franklin is performing with respect to its benchmark. Tomorrow I will check in on another Sector BPI portfolio to see if the selloff moved any of sectors into the […]
Pauling Portfolio Review: 18 January 2023
Pauling is the Dual Momentum™ portfolio scheduled for an update this morning. Of all the portfolios tracked here at ITA, Pauling is the poorest performer when it comes to annualized Internal Rate of Return (IRR) results. As a result, I am changing the look-back period as I will show and discuss in the first screenshot.
Einstein Portfolio Review: 17 January 2023
Einstein is the portfolio scheduled for review this morning. The Kepler and Einstein are the two remaining Relative Strength or Relative Momentum portfolios requiring an understanding of how the Kipling spreadsheet works. This analysis will take readers through the major steps.
Portfolio Summary: 16 January 2023
This blog post is a review for long-time members. New members may not be aware of the different investing models used here at ITA. The following list does not include the portfolios reported on by Hedgehunter. ITA Wealth Management Portfolios Schrodinger Portfolio: I begin with this one as it is the easiest to manage. The […]
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