Friday’s strong market turned out to be a positive injection for the U.S. Equities market. International ETFs benefited as well. This reaction to the debt limit solution is reflected in the first screenshot below. What is somewhat surprising is that approximately 50% of the stocks in the indexes
Schrodinger Portfolio Review: 1 June 2023
The Schrodinger is an excellent portfolio to lead off June as it is a “no decision” portfolio designed for investors who have no interest in the workings of the stock market. Managed by computers at Schwab, the Schrodinger is known as a Robo Advisor account. Schwab calls these accounts
Bethe Portfolio Review: 30 May 2023
Before getting into the review of the Bethe portfolio the photo above reminds me of when Memorial Day was referred to as Decoration Day. This was a day to decorate graves, particularly of fallen war soldiers. Small towns celebrated the day with a parade that included the high school band, decorated bicycles, tractors, fire engines, […]
Franklin Sector BPI Plus Update: 26 May 2023
Franklin is the Sector BPI portfolio I’m examining today. Before progressing further I need to warn readers that Yahoo once again fiddled with their downloading codes so the Kipling data is not current. In fact it is a week old. This problem poses a question of what to do
Copernicus Buy & Hold Portfolio Review: 18 May 2023
Copernicus is the only Buy & Hold portfolio managed here on the ITA blog site. Diversification comes from holding hundreds of companies in the United States. If one prefers to further diversify this portfolio one would add International Equities (VEU) to the options
Franklin Sector BPI Portfolio Review: 12 May 2023
Franklin is one of four portfolio currently managed using the Sector BPI Plus model. Yesterday I updated the Bullish Percent Indicator table (to be published tomorrow) and Telecom (VOX) was a Buy recommendation. Energy (VDE) is very close to a Buy. Look for the BPI data tomorrow.
Copernicus Portfolio Review: 3 May 2023
Based on yesterday’s market decline, today seemed like a good time to check in on the Copernicus as this portfolio is constructed only of U.S. Equities. The philosophy behind the Copernicus is to save and invest. Never sell unless there is an emergency. How
Carson Sector BPI Plus Portfolio Review: 1 May 2023
Other than this being the first day of the month, this review or update of the Carson is an interesting one as Discretionary (VCR) was sufficiently close to a sale that I purged the Carson of this ETF. Telecom is still oversold
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