The McClintock is one of the latest portfolios to be move over to the Sector BPI investing model. This review shows readers how one might transition a portfolio from one investing model to another. The first order of business is to select the investment quiver. The first screenshot lays out the Sector BPI quiver.
Gauss Sector BPI Portfolio Review: 26 October 2023
Gauss is one of the more recent portfolios to be moved from the Relative Momentum model (expanded version of the Dual Momentum model) over to the Sector BPI Plus model. This conversion occurred a little less than one year ago. I just checked to see how well this Investment Quiver performed vs SPY. Over the […]
Copernicus Portfolio Update: 25 October 2023
Of all the portfolios tracked here on the ITA blog, Copernicus is the easiest to manage, next to the Schrodinger. With the Schrodinger I do nothing except track the results as that portfolio is managed by a computer algorithm at Schwab. The Copernicus is designed to track the broad U.S. Equities market. While I use […]
Carson Portfolio Review: 25 October 2023
This is a quick update of the Carson, the oldest Sector BPI portfolio tracked on the ITA blog. Cash was available and two new sectors dropped into the oversold zone so it made sense to review the Carson.
Bethe Portfolio Review: 24 October 2023
A Bullish Percent Indicator (BPI) check this morning revealed two more sectors joined the oversold group. They are: Health and Industrial with Technology (VGT) rapping on the door to be let into the oversold group. If Technology is included we have eight of eleven sectors oversold or a good time to launch a Sector BPI […]
Huygens Portfolio Review: 23 October 2023
Huygens is another portfolio in transition to the Sector BPI model. The plan is to have all these moves well in the process by November 1. The goal is to simplify the investment quiver as much as possible. Here are a two things I am looking for in a portfolio. Diversity: ETFs provide this in […]
Pauling In Transition: 23 October 2023
The Pauling portfolio will be joining the Sector BPI Plus investing model group by the end of this month. This review will explain the transition process which is nothing more than adding eleven sector ETFs to the four existing U.S. Equity securities. To provide data for a Portfolio Report I want to begin the holdings […]
Kepler Portfolio Transition: 21 October 2023
As promised this Kepler review begins the transition from the Relative Strength model to the Sector BPI Plus model. I’ve simplified the Investment Quiver as readers will see in a moment. The Investment Account Manager (IAM) only holds end of the month data so the “launch” date for this new model will be October […]
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