In addition to updating the Bethe portfolio, this account is undergoing significant changes. Simplification of the holdings is coming with the hopes of reducing portfolio churning while increasing the return/risk ratio. Numerous limit orders are in place to sell most of the CEFs and as cash becomes available, shares will be purchased from a smaller […]
Pauling Portfolio Review: 12 July 2023
While the Pauling was not scheduled for review today, the large percentage of cash in the portfolio required some attention. This portfolio is either the poorest or next to the poorest performer of all the ITA portfolios. That is another reason to keep on top of this account. I’ve moved the investing model from the […]
Copernicus Portfolio Review: 11 July 2023
Now that we are well into July and all second quarter dividends are reported, it is time to update the ITA portfolios and record those dividends. Dividends are in short supply for the Copernicus as this is a growth oriented portfolio, not an income generator. As a growth portfolio June was an excellent month as […]
Kepler Portfolio Review: 10 July 2023
Kepler is the portfolio up for review this morning. Committed readers of this blog likely noticed that over the past several months I’ve been simplifying most of the portfolios. When the last performance table was posted three portfolio investment styles stood out. Investing only in U.S. Equities as modeled by the Copernicus was number one. […]
Franklin Sector BPI Portfolio Update: 8 July 2023
As a followup to the BPI data posted earlier this morning, updating the Franklin will explain to ITA readers how one handles the sale of VNQ. Real Estate BPI data recommended selling all shares a few weeks ago. When the sell signal showed up I set a Trailing Stop Loss Order for VNQ. The […]
Bullish Percent Indicators: 7 July 2023
Based on Bullish Percent Indicators (BPI) the equities market this past week was flat to a trivial uptick. No new instructions for managing Sector BPI portfolios show up this week. With the prospect of two more 25 basis point increases in the interest rate this year, don’t expect to see much out of U.S. Equities. […]
McClintock Portfolio Review: 7 July 2023
McClintock is the portfolio up for review this morning. Managed as a Dual Momentum portfolio in the past, I am making a few adjustments such as increasing the number of assets the portfolio can hold at any one time. This change should reduce portfolio churning and save on taxes as this portfolio is held by […]
Millikan Sector BPI Portfolio Review: 5 July 2023
The Millikan portfolio is one of several Sector BPI Plus portfolio watched over here at ITA. While it is very early in July, the results are positive thus far, something not exactly expected for this time of year. As an aside, readers who enjoy trumpet music will find this Youtube Video most pleasing.
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