Franklin is the Sector BPI portfolio up for review and included in this blog post is additional Kipling SS information for those new subscribers using this spreadsheet. The Franklin has been using the Sector BPI model for roughly a year so we are beginning to build useful data, although one year in the stock market […]
Carson Portfolio Review: 15 January 2024
Since my recent Seeking Alpha article there has been increased interest in the ITA blog. This review of the Carson is a tad more detailed than usual so new readers gain a better understanding of the Sector BPI investing model. In addition, the U.S. stock market is closed today in celebration of Martin Luther King […]
Relative Portfolio Performance Data: 12 January 2024
Below is 24.5 months of date for the ITA portfolios I track. This list does not include the portfolios managed and reported on by Hedgehunter. The Annual IRR column of data is accurate as of 1/12/2024 while the remainder of the data is current as of the Date column. I have a few more portfolios […]
Bullish Percent Indicators: 12 January 2024
This week the general trend for U.S. Equities was down, although there were a few exceptions. Five of the seven indexes are bearish while nine of the eleven sectors come in with the same bearish message. No sectors are sufficiently bearish to call for any Buy signals. Five portfolios are scheduled for an update this […]
Pauling Sector BPI Portfolio Review: 12 January 2024
Pauling is the Sector BPI portfolio up for review this morning. No sectors are to be found in the oversold zone so we expect little action in this update. In the last screenshot I included a table I rarely post so examine it carefully. Tomorrow I plan to post the latest Bullish Percent Indicator data. […]
Bethe Sector BPI Portfolio Review: 11 January 2024
Before beginning this update of the Bethe I checked the Bullish Percent Indicator (BPI) data for the eleven sectors and none are oversold. Sector ETFs that were overbought have long had Trailing Stop Loss Orders (TSLOs) in place in an effort to protect capital as well as to follow the investing rules for the Sector […]
Kepler Sector BPI Portfolio Review: 10 January 2024
Kepler is similar to the Einstein in that both portfolios were managed by a similar investing model and both were switched to the Sector BPI model about the same time. Based on Bullish Percent Indicator data no sectors are oversold and all overbought sectors have long had their respective ETFs set with 3% TSLO values. […]
Einstein Sector BPI Portfolio Review: 9 January 2024
Einstein is a particularly interesting Sector BPI portfolio as the owner moves money in and out of the portfolio for personal needs. Whereas most portfolios don’t see all that many withdrawals, the Einstein is different. When viewing performance and associated risks, keep this in mind. Deposits and withdrawals add another variable to the Sector BPI […]
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