Gauss is another Sector BPI Plus portfolio (one of four) so the analysis of this account follows the same logic laid out in the Carson blog posted yesterday. As you will recall, two sectors are overbought and they are: Technology and Industrial. I don’t recall holding any shares in Technology (VGT) since launching this sector […]
Carson Sector BPI Plus Portfolio Review: 19 June 2023
Opening a busy week of portfolio reviews I figured the Carson would not need much attention as the Bullish Percent Indicator data last Saturday called for a TSLO to be placed on VIS and that would be it. This morning I found that the owner of the Carson added fresh money to the account and […]
ITA Portfolio Performance Comparisons: 16 June 2023
The following table includes ITA portfolio performance data as of June 16th. Since the last update the portfolios have shown improved IRR values, while the S&P 500 took an even larger leap forward. I’ll point out a few things to keep in mind as you look over the following table. For starters, one important factor […]
Franklin Sector BPI Plus Review: 17 June 2023
Next week is going to be a heavy week for portfolio reviews. See the middle bottom footer. To gain a head start I’ll begin with an update of the Franklin as little action is required. ITA readers will recall that the Franklin began as a Dual Momentum™ portfolio, but with mixed performance results. The goal […]
Bullish Percent Indicators: 16 June 2023
Bullish Percent Indicators (BPI) for this week will bring changes in a few Sector BPI Plus portfolios as the Industrial sector moved into the overbought zone. A Trailing Stop Loss Order is called for if you are holding either VIS or IYJ in the portfolio.
Kepler Portfolio Review: 15 June 2023
Kepler is the portfolio up for review this morning and major changes are in the making as readers will see in a moment. I’m reworking the Investment Quiver for both the Kepler and Einstein in hopes of improving the return for the risk taken. The Internal Rate of Return (IRR) of the Kepler is not […]
Kepler Portfolio Review: 12 June 2023
Kepler is one of the few portfolios scheduled for review this week. When a portfolio ranks at the bottom of the list when it comes to the return/risk ratio, it is time to make a change. Readers will see the investment quiver shrink to a few basic ETFs, not too dissimilar from the investment quiver […]
Gauss Sector BPI Portfolio Update: 10 June 2023
As mentioned in the Bullish Percent Indicator data update this morning, I discussed the possibility of “tweaking” one or more of the Sector BPI Plus portfolios. This blog post walks readers through such a “tweak.” While the change is minor, limiting the percentage that is to be invested in any one sector will open up […]
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