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
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
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
Bullish Percent Indicators: 13 January 2023
Friday, the 13th of January, brings changes to those managing a Sector BPI portfolio. Energy, Financial, and Real Estate all moved into the over-bought zone this week. All major indexes are bullish. None of the indexes penetrated the over-bought zone, but the NASDAQ is getting close. We see
Millikan Portfolio Update: 10 January 2023
Millikan, one of four Sector BPI portfolios, is the model up for review this morning. This portfolio previously was managed using the BHS/Relative Momentum model and was not performing as expected. I just checked and it ranked #14 based on IRR data and is now #8. There are
Carson Portfolio Review: 9 January 2023
With no Bullish Percent Indicators positioned in either the over-bought or over-sold zones, I could have skipped this update of the Carson. No changes are required at this time. There is one change in the Sector BPI model that I’ll explain in a
Bullish Percent Indicators: 6 January 2023
Bullish Percent Indicators for this first week in January indicate no sectors are over-sold. Technology move above the 30% bullish line yesterday as it was the lone over-sold sector on Thursday. If you are managing a Sector BPI portfolio and using end-of-week
Preparing the Millikan For Transition: 26 December 2022
Within the last few weeks I set up the Carson and Franklin to operate as Sector BPI portfolios. Over the next few weeks the Millikan and Gauss will join the original two. The Millikan and Gauss are laggards and not
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