The Schrodinger is an excellent portfolio to lead off June as it is a “no decision” portfolio designed for investors who have no interest in the workings of the stock market. Managed by computers at Schwab, the Schrodinger is known as a Robo Advisor account. Schwab calls these accounts Intelligent Portfolios. This portfolio was initially […]
Gauss Sector BPI Portfolio Review: 31 May 2023
Gauss is one of four Sector BPI portfolios currently managed here at ITA. Gauss is one of the last accounts to be shifted over to the BPI management model and thus far it is just holding its own with respect to the S&P 500 (SPY). As mentioned in prior Sector BPI portfolio reviews, I’ve tweaked […]
Pauling Dual Momentum Portfolio Review: 30 May 2023
Pauling is the Dual Momentum™ portfolio up for review this morning and while the data is current as of 5/26/23, I don’t think today’s action will alter the recommendation shown in the first screenshot. As mentioned before, the Pauling is on notice due to poor performance. Part of this is my fault as I’ve held […]
Bethe Portfolio Review: 30 May 2023
Before getting into the review of the Bethe portfolio the photo above reminds me of when Memorial Day was referred to as Decoration Day. This was a day to decorate graves, particularly of fallen war soldiers. Small towns celebrated the day with a parade that included the high school band, decorated bicycles, tractors, fire engines, […]
Tweaking Carson Sector BPI Portfolio: 29 May 2023
As mentioned in the most recent blog post, I’m tweaking the Sector BPI Plus investing model ever so slightly. If you move down to the second screenshot you will see that I added SPY and ESGV as additional U.S. Equity options. As with the Copernicus I now have VOO, VTI, SPY, and ESGV as U.S. […]
Rutherford Portfolio Review (Tranche 5): 26 May 2023
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Copernicus Portfolio Review: 29 May 2023
Copernicus is a Buy & Hold portfolio where the only holdings are U.S. Equities. The philosophy behind the Copernicus is to purchase shares in one of four U.S. Equities ETFs and never sell unless there is an emergency. Thus far this is the top performing ITA portfolio as it now holds a commanding lead of […]
Franklin Sector BPI Plus Update: 26 May 2023
Franklin is the Sector BPI portfolio I’m examining today. Before progressing further I need to warn readers that Yahoo once again fiddled with their downloading codes so the Kipling data is not current. In fact it is a week old. This problem poses a question of what to do if the Kipling were to fail […]
Bullish Percent Indicators Recommend Change: 27 May 2023
Readers testing the Sector BPI Plus model will want to pay attention to the following Bullish Percent Indicator data as changes are recommended. Despite ending the week on an up note, the majority of the index and sector BPI recommendations are bearish.
Gauss Sector BPI Portfolio Review: 25 May 2023
Gauss portfolio, one of four Sector BPI accounts, is up for review this morning. The primary reason for this update is due to the Real Estate sector moving into the Buy zone. Based on yesterday’s data, Real Estate dipped further into the Buy zone as only 26% of the stocks are bullish. How many shares […]
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