Little has changed since the recent recommendation to purchase shares in Consumer Staples. VDC is the Exchange Traded Fund (ETF) that covers this sector of the U.S. Equities market. I recently purchased 15 shares of VDC as Consumer Staples dropped below the 30% Bullish Percent Indicator line. If you are a new ITA reader or […]
Schrodinger Portfolio Update: 25 September 2025
Schrodinger had an excellent August with a 3.5% return on investments. This computer manage portfolio is performing very well as readers will see as they read through this blog. Should we see a recession in 2026 it will be interesting to see how this Robo Advisor portfolio responds to a draw-down. Schrodinger Asset Allocations Below […]
Huygens Portfolio Update: 24 September 2024
Huygens is a typical Asset Allocation portfolio that is currently in balance. At this point all the investor needs to do is keep the various asset classes close to target when dividends provide sufficient cash to make the adjustments. Huygens is classified as a passive portfolio as is the Schrodinger. The Huygens is roughly 75% […]
Einstein Portfolio Update: 23 September 2025
Einstein is the portfolio up for review this morning and it is undergoing extensive asset allocation adjustments. The performance of this portfolio is not up to “snuff” as the owner needed cash for tuition. Rebuilding Einstein is now underway so I expect fresh dollars to be added nearly every month. It is much easier to […]
Carson Sector BPI Portfolio Update: 22 September 2005
We begin Fall with an update of the Carson portfolio, the original Sector BPI portfolio. When Consumer Staples dropped into the oversold zone I added more shares of VDC not realizing the Carson already held shares representing this sector. That is why the portfolio has an abundance of this security. This morning I invested the […]
Franklin Sector BPI Portfolio Review: 19 September 2025
Of the 13 portfolios I track here at ITA the three Sector BPI portfolios are the most complicated to manage as they require access to Bullish Percentage Indicator graphs. I use StockCharts for this information. Last Friday the Consumer Staples sector came so close to the 30% bullish signal that I placed orders for VDC […]
Copernicus Portfolio Update: 18 September 2025
The Copernicus has essentially operated as a passive portfolio. Save and invest in broad market equity ETFs has been the philosophy up to this point. With an overvalued stock market what is the next move? I plan to swap SCHD with VYM and continue dollar-cost-averaging into equities. Instead of buying at market or setting […]
Gauss Asset Allocation Portfolio Review: 17 September 2025
Gauss is another asset allocation portfolio that is undergoing a rebalancing process. This morning I sold off some shares of SHV so as to begin to rebuild the equity holdings such as VO, VB, VEA, VWO, and VNQ. See the process below.
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