McClintock, one of two remaining Dual Momentum™ portfolios, was not scheduled for an update this morning, but it was the last portfolio not updated since January. Before moving into March, I wanted current data for the Portfolio Performance spreadsheet so that is the reason for this early post. In the following worksheet (from the Kipling […]
Gauss Portfolio Review: 28 February 2023
Gauss needs a little work this morning as the Utilities sector is not fully populated. Energy (VPU) is within a whisker of being over-sold so I have limit orders in place to pick up more shares of this sector. Nothing else has changed within the Bullish Percent Indicator world.
Rutherford Portfolio Review (Tranche 2): 24 February 2023
As we approach the end of February we see that the apparent recovery in US equities may not be as strong as we may have thought. This week saw another drop of ~2.7% in the SPX (S&P 500 Index) from last week’s close and we are now up only 3.4% on the year after hitting […]
Portfolio Performance Data: 24 February 2023
Thus far, February kicked the bullish air out of the January balloon. A few of the ITA portfolios managed to claw back into positive territory in January, only to fall back into the red in February. This information is based on the last 13.5 months of data. Nevertheless, each investment style with exception of the […]
Bullish Percent Indicators: 24 February 2023
Bullish Percent Indicators are ending February in a downward trend. All major indexes are bearish, yet none are in the over-sold zone. We need to check on Sectors to pick up an over-sold condition. Just a short word regarding the above photograph. This past week Portland experienced the largest snowfall since the 1940s. Measured at […]
Franklin Portfolio Review: 23 February 2023
Looking back eight or nine months ago the Franklin was trailing its benchmark (AOA). Since that time the Franklin has pulled ahead of the benchmark, partially due to moving from the Dual Momentum™ model to the Sector BPI model. Will this trend continue is the cogent question? If interested in the Sector BPI model, follow […]
Millikan Portfolio Review: 22 February 2023
Millikan is the Sector BPI portfolio up for review today. If you will recall the BPI data from last week, Utilities (VPU) was found to be in the over-sold zone or below the 30% bullish mark. Energy (VDE) was so close to over-sold that I considered it to be available for purchase as well. That […]
Pauling Portfolio Review: 21 February 2023
When the Portfolio Performance table was last updated on February 10, 2023, the Pauling portfolio nailed down position #15 in every column. In other words, this is the worst performing portfolio of the fifteen I track here on the ITA site. Pauling is a Dual Momentum™ portfolio and was expected to withstand market draw-downs better […]
Bethe Portfolio Review: 21 February 2023
Bethe is one of two growth-income portfolios. The other is the Bohr. Bethe experienced a nice upward bump of over 9.0% in January, but has since fallen off slightly. With portfolios that have any emphasis on income, we always look forward to the end of the quarter as that is when dividends are highest. Since […]
Rutherford Portfolio Review (Tranche 1): 17 February 2023
My apologies for not posting a Tranche 5 review last week but adjustments were made as reported below. Now that I am back from my travels, with reliable internet connections, I will get back to my regular posting schedules. US equities closed relatively unchanged from last week’s close and are still sitting at the center […]
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