Every month or six weeks I post a data table showing the relative performance values for all the portfolios I track here at ITA Wealth Management. Not included in the table are the portfolios managed by Hedgehunter. The data includes Internal Rates of Return (IRR) and a variety of risk factors. Five measurements are then […]
Bullish Percent Indicators: 9 February 2024
Bullish Percent Indicators are mixed this week which is not all that unusual. One sector is approaching the oversold zone and will require close watching this coming week. Both the DJIA and DJTA are bullish indicating this is still a large-cap driven U.S. Market. Small and Mid-Cap stocks are still not participating as one would […]
Franklin Sector BPI Portfolio Review: 9 February 2024
Franklin is the Sector BPI portfolio schedule for review today. I adjusted the Maximum Asset Allocation percentages for the three U.S. Equities in order to emphasize VOO as it is the S&P 500 option. Holding more shares of VOO will keep the Franklin closer to the S&P 500 (SPY) standard.
Bethe Portfolio Update: 8 February 2024
Bethe is the portfolio scheduled for review today and a few changes were made in the investment quiver. The Maximum Asset Allocation percentages (green arrow) were adjusted in order to emphasize or tilt the portfolio toward the S&P 500 (VOO) as that is the benchmark. Rather than eliminate VTI and ESGV, I just lowered the […]
Carson Portfolio Review: 7 February 2024
As the oldest Sector BPI portfolio, the Carson is still a relatively young example of this “hypothetical” investing model. As such I use the Carson as a bellwether for the Sector BPI approach to portfolio management. No sectors are in the oversold zone. Energy is closest and I checked this morning to see if it […]
Millikan Sector BPI Portfolio Review: 6 February 2024
Millikan is the Sector BPI portfolio up for review this morning. Since no sectors of the U.S. Equities market are oversold we look for buying opportunities other than sector ETFs. The three ETFs of interest are: VTI, VOO, and ESGV. I’ve not expanded the Millikan to include VEA and VWO. I’m testing that option with […]
Kepler Sector BPI Portfolio Review: 5 February 2024
Kepler consistently ranks in the bottom quartile of the portfolios I track here at ITA. As one of the more recent portfolios to be moved to the Sector BPI investment model the objective is to watch the growth, be it negative or positive, over the next year or so. Readers will note that I’ve added […]
Bullish Percent Indicators: 2 February 2024
U.S. Equities ended the week on a strong note. Is this reflected in the Bullish Percent Indicators? Did any sectors drop into the oversold zone? Follow the tables below for answers to these questions. If you are blocked from reading this blog, register as a Guest and then wait to be elevated to the Platinum […]
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