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 […]
Carson Portfolio Review: 20 February 2023
Earlier this morning I posted BPI data and that information will impact the four Sector BPI portfolios, the Carson being one. This review will lay out the process I go through when working with a Sector BPI portfolio. From the BPI data we found two sectors are recommended for purchase and they are, Energy and […]
Bullish Percent Indicators: 17 February 2023
Bullish Percent Indicator data has not generated any purchase signals since late last December. Data this week is different as we have one definite purchase and a second that is so close I’m calling it a Buy. I’ve been eager for this day as it is the beginning of the critical Buy – Sell cycle […]
Einstein Portfolio Review: 17 February 2023
Einstein is the portfolio up for review this morning. The Einstein is one of two remaining Relative Strength or Relative Momentum portfolios using this investment approach. The other is the Kepler. As readers will see in a moment, these two portfolios use the full power of the Kipling spreadsheet and as a result are a […]
Bohr Portfolio Review: 15 February 2023
Bohr is one of the two Growth-Income portfolios where growth comes from VTI, VEA, and VWO whereas the income comes from 10 to 15 CEFs. Currently, the Bohr is investing in 15 CEFs providing a yield of 4.9%. I want to elevate this yield as this portfolio needs to provide more income for the owner.
Celebrating 15 Years of ITA Wealth Management: 14 February 2023
In addition to Valentine’s Day, today is the 15th anniversary of the launch of ITA Wealth Management. Investing evolution is evident since my first blog back in 2008. As you may recall, the stock market was in free-fall that year and it extended through the first quarter of 2009. The first blog was written on […]
Portfolio Performance Update: 10 February 2023
The following portfolio performance table includes annualized Internal Rate of Return (IRR) data as well as risk information for the 15 portfolios I’m tracking here on the ITA blog. The IRR data (third column from the left) is accurate as of February 10th. The risk or remaining data is accurate as of the date on […]
Bullish Percent Indicators: 10 February 2023
The following tables set the stage for investors using or experimenting with the Sector BPI Model. The first table lays out the Bullish Percent Indicators for seven major indexes while the sector table breaks the U.S. Equities market into eleven sectors. None of the eleven are currently showing an over-sold condition so we enter next […]
Schrodinger Portfolio Review: 10 February 2023
The Schrodinger is always a pleasure to update as I don’t need to apologize for poor performance or take credit for positive results as this is a computer managed Robo Advisor account. Schwab refers to these style portfolios as Intelligent Portfolios. When measured against the other 14 portfolios tracked here at ITA the Schrodinger is […]
Huygens Portfolio Review: 9 February 2023
As one of three income oriented portfolios, the Huygens turned in an excellent January with a gain in excess of 11.0%. I don’t anticipate this increase will continue. This review or update will show a few necessary changes as two Closed-End-Funds (CEFs) are not meeting the yield requirement. Huygens Investment Quiver Since the last review […]
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