Huygens is sporting a revised asset allocation model. While it is unlikely one can set up a recession proof portfolio, the following group of Exchanged Traded Funds is my effort to do so. While the Huygens will still have exposure to equity companies, the bulk of the portfolio is set up to generate income and […]
Schrodinger Robo Advisor Portfolio Review: 26 November 2025
Schrodinger is a Robo Advisor portfolio or what Schwab refers to as an “intelligent portfolio.” This portfolio is computer managed so the owner is hands off other than to continue to save and add to the portfolio. Schrodinger is truly a passive portfolio. Schrodinger Asset Allocation Model The current stock/bond-cash ratio is a rather aggressive […]
Franklin Sector BPI Portfolio Update: 24 November 2025
Franklin is one of three portfolios using the Sector BPI investing model. This model was developed here at ITA. After patiently waiting many months for one or more sectors to drop into the oversold zone, we have recently had quite a bit of action due to recent market volatility. The Franklin currently holds ETFs in […]
Darwin Portfolio Review: 21 November 2025
This week saw a pullback in US equities as the SPX (S&P 500 Index) closed ~2% lower than last week’s close:
Bullish Percent Indicators: 21 November 2025
It has been months since I last published Bullish Percent Indicator (BPI) data as little changed until the last several weeks. This past week we had sufficient volatility to where several sectors dropped into the oversold zone and we purchased sector ETFs to take advantage of the decline. I expect to see more sectors move […]
Carson Sector BPI Portfolio Update: 21 November 2025
Managing Sector BPI portfolios requires patience as it is not unusual to wait months before we see a Buy or Sell signal. In the last two to three months we have had sector action as a number of sectors dipped into the oversold zone. In other words, several sectors moved below the 30% bullish line […]
Bethe Portfolio Review: 20 November 2025
Bethe is a simple equity oriented portfolio. The asset allocation is currently skewed toward “cash” in the form of short-term treasuries (SHV) as the probability of a major market correction over the next 12 to 18 months is extremely high. The ITA blog is free to all users. Sign up as a Guest and wait […]
Bohr Portfolio Review: 19 November 2025
Last April I moved the portfolio management style over to Asset Allocation as the Bohr was not performing as expected. Now that we face the high probability of a market crash, I am paying close attention to the recommendations that come out of the Kipling spreadsheet. As readers will see in a moment, no equity […]
Recession: Will Equities Drop In The Next 18 Months?
There are two reasons for posting this blog. With Recession in the title, readers a year from now can Google the word and come up with this post showing when ITA was sounding the alarm for the coming recession – or worse. In fact, I have been hinting at the coming market draw-down for months. […]
Kepler Portfolio Review: 17 November 2025
Kepler is one of the poorest performing portfolios tracked here at ITA. Hence, a major shift in the asset allocation. In preparation for the anticipated recession (or worse} I am revamping the asset allocation. Simplification is the direction I am moving with the Kepler. For the foreseeable future the portfolio will primarily be populated by […]
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