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McClintock Sector BPI Portfolio Review: 6 August 2024

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If you follow the Comments you were notified that Discretionary, Energy, and Technology dipped into the oversold zone.  As a result, I picked up ETFs of VCR, VDE, and VGT yesterday for the McClintock portfolio.  How well did the McClintock negotiate the recent draw-down?  Are we headed into a recession and what is the FED […]

Einstein Asset Allocation Portfolio Review: 5 August 2024

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Before moving into the Einstein update, users of the Sector BPI investing model need to be aware that Discretionary, Energy, and Technology dropped into the oversold zone.  I purchased shares of VCR, VDE, and VGT for several portfolios this morning. And now for the Einstein update.  As mentioned in several blogs back, the owner of […]

Returning To Investing Roots: 5 August 2024

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This ITA Wealth Management blog has been chugging along for approximately 16.5 years.  Over the last few months I’ve moved several portfolios back to what I call my investing roots or what is known as the Asset Allocation model.  While I loosely used this model for years going back into the 1960s through the 1990s, […]

Copernicus Portfolio Review: 2 August 2024

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Despite the significant selloff of equities, the Copernicus continues to smash the SPY benchmark.  Lack of an interest rate cut, unrest in the Middle East, higher unemployment, lower than anticipated jobs report all likely contributed to today’s market drop.  Regardless of the reasons, stick with the numbers as they eventually tell the story. As readers […]

Millikan Sector BPI Portfolio Review: 31 July 2024

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We end July 2024 with an update of the Millikan portfolio.  This Sector BPI account is performing quite well when compared to the SPY benchmark.  Little has changed within the sectors as there are no new buy recommendations and Consumer Staples is not overbought.  I did not include the Manual Risk Adjustment worksheet in this […]

Bethe Asset Allocation Portfolio Review: 30 July 2024

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Bethe is one of the more recent portfolios I am moving over to the Asset Allocation investing model.  Should the portfolio be returned to the owner for management, they would be able to handle the AA model easily whereas the Sector BPI model requires a bit more work. One other significant change is the move […]

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