Asset Allocation is a long-standing portfolio management model. What sets such portfolios apart is the choice of assets used to populate the portfolio. Readers will find the Pauling is well diversified across many different asset classes giving exposure to different size stocks, international equities as well as an array of income generating ETFs. This approach […]
Copernicus Portfolio Review: 21 January 2025
“An investment in knowledge pays the best interest.” – Benjamin Franklin Copernicus is one of the easiest portfolios to manage as all one does is invest available cash in U.S. Equities. Never sell unless there is an absolute emergency. If one were to simplify the Copernicus I would recommend investing only in VOO. This Exchange […]
McClintock Sector BPI Portfolio Review: 17 January 2025
Checking the Bullish Percent Indicator (BPI) data this morning, only Materials is oversold. This sector, like most of the other 10, moved up since purchasing VAW. Utilities and Energy moved above the 30% bullish line. We need to keep a watchful eye on Staples as it is only 32.43% bullish or very close to the […]
Einstein Portfolio Review: 16 January 2025
Of the thirteen (13) portfolios I track here on the ITA blog, Einstein is the poorest performer based on both return and risk. As readers will recall, the owner of this portfolio needed resources for educational purposes and those funds were withdrawn during a bullish market period. Bad timing is part of life so now […]
Millikan Portfolio Review: 15 January 2025
“Millikan is a portfolio that focuses on asset allocation and tax reduction strategies. It provides insight and recommendations for optimizing investment portfolios and minimizing tax liabilities. Through meticulous analysis and expert guidance, Millikan offers a comprehensive approach to achieving financial goals while maximizing tax efficiency.” So says Gemini AI. As with several other ITA portfolios […]
Gauss Portfolio Review: 14 January 2025
The following paragraph within the quotes was AI generated. “Hello! We hope this message finds you well. We are excited to share with you our latest portfolio review. Our team has been working diligently to analyze the market trends and fine-tune our asset allocation strategies. In this review, we delve into the performance of various […]
Carson Sector BPI Portfolio Review: 13 January 2025
We begin a busy week of updates and reviews as at least one portfolio is scheduled each day. Last Friday the Sector Bullish Percent Indicator (BPI) flashed a buy for Real Estate (VNQ). Shares will be purchased this morning for those portfolios. Carson is the account up for a review this morning. Check the analysis […]
Bullish Percent Indicators: 10 January 2025
Based on the slamming U.S. Equities experienced yesterday and most of this past week I thought it best to see how the Bullish Percent Indicators (BPI) data reacted. Would any new sectors show up as a buy or did any sectors dip below the 30% bullish marker? Turns out one sector did dip into the […]
- « Previous Page
- 1
- …
- 40
- 41
- 42
- 43
- 44
- …
- 145
- Next Page »
You must be logged in to post a comment.