Carson, one of four Sector BPI Plus portfolios, is the account up for review this Monday morning. After correcting for the Telecom/Communications BPI error, no sectors are recommended for purchase. Sector BPI managers are most likely holding shares of Utilities (VPU) as it moved into the Sell zone several weeks ago. Technology is also a […]
Schrodinger Portfolio Review: 22 May 2023
Schrodinger is a small test portfolio I started for a friend a number of years ago to answer the question, “Who will manage the family portfolio when I die?” It is not unusual for one member of a family to handle the finances – at least the investment side of the finances. The Schrodinger classifies […]
Tweaking Sector BPI Plus Model: 20 May 2023
Second to the Copernicus investing model, the Sector BPI Plus model ranks highest based on performance or Internal Rate of Return (IRR). When last reported, the Carson carried the least amount of risk and the other Sector BPI portfolios were not far behind. With such strong performance, why mess with a good thing? The minor […]
Bullish Percent Indicators: 19 May 2023
Weeks go by before the Bullish Percent Indicator (BPI) data tables indicate new useful information. This is most likely one of those weeks unless one already holds Technology in the portfolio. More on this later. For new readers, we use BPI to manage portfolios that go under the title of either Sector BPI or Sector […]
Huygens Income Portfolio Reviewed: 19 May 2023
Huygens is the income oriented portfolio up for review this morning. Since dividends play such an important role in this style portfolio, it is best to use this approach with tax deferred accounts.
Pauling Dual Momentum Portfolio Review: 18 May 2023
In contrast to the Copernicus the Pauling Dual Momentum™ portfolio requires a little more work to manage. Since decisions are required there is a greater probability of messing up the portfolio, thus reducing returns. Is the model weak or are lack of results due to a incompetent manager? That is the question.
Copernicus Buy & Hold Portfolio Review: 18 May 2023
Copernicus is the only Buy & Hold portfolio managed here on the ITA blog site. Diversification comes from holding hundreds of companies in the United States. If one prefers to further diversify this portfolio one would add International Equities (VEU) to the options available for purchase. Thus far the Copernicus has performed very well and […]
Gauss Sector BPI Portfolio Review: 17 May 2023
Gauss is the Sector BPI portfolio I am moving forward for a review in preparation should the U.S. default on its debt. While there is progress, a clean debt limit increase seems unlikely. In this review of the Gauss I’ll explain a few minor changes or refinements I’m making to the management style.
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