The McClintock Sector BPI portfolio is only a few months into this investing model. In the last screenshot readers will see the benefits of this model. At least the latest results are extremely positive. No sectors are currently in the oversold zone so we are looking to the U.S. Equities ETFs for buying opportunities.
Kepler Sector BPI Portfolio Review: 26 December 2023
Kepler is another portfolio that made the transition from a Relative Strength investing model over to the Sector BPI investing model in the last few months. Therefore, pay more attention to trends rather than the absolute performance results. This also applies to other portfolios that are in the process of making the transitions to the […]
Pauling Portfolio Review: 26 December 2023
Pauling continues to struggle near the performance bottom of the 15 portfolios I track here on the ITA blog. Pauling is one of the recent accounts moved to the Sector BPI investing model so time is needed to give this style time to show its benefits. A high percentage currently held in cash is holding […]
Merry Christmas 2023
Merry Christmas
Bullish Percent Indicators: 21 December 2023
Last week eight of the eleven sectors were overbought. This week there are nine so investors using the Sector BPI investing model will want to check to see which sector moved above the 70% bullish mark. Not since last July have we come close to this many bullish sectors. All the major indexes are bullish […]
Copernicus Portfolio Review: 21 December 2023
Next to the Schrodinger the Copernicus is the easiest portfolio to manage of those I track here at ITA Wealth Management. All that is required for those interested in the Copernicus is to save and invest in U.S. Equities. Sale of shares will never happen unless there is an emergency. Don’t think of this portfolio […]
Sector BPI Investing: Bethe Portfolio Review: 20 December 2023
Welcome to the Winter Solstice. Christmas is soon here and 2024 to follow. November was an outstanding month for equities and December should also end on a positive note. This review of the Bethe Portfolio reflects these good times for U.S. stocks. There is one major change for those using the Sector BPI model. Communication […]
Intelligent Portfolio: Schrodinger Portfolio Update: 20 December 2023
Schwab’s Intelligent Portfolio, the Schrodinger, is up for review today. This portfolio was launched a number of years ago to answer the question, “Who Will Manage the Family Portfolio When I Die?” Of the three portfolio investment strategies tracked here at ITA Wealth Management, the Schrodinger is by far the easiest to manage. All one […]
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