Millikan is another Asset Allocation portfolio that is set up to resist a possible recession. The portfolio is well diversified in that it covers all U.S. Equities, Developed International Equities, Emerging Markets, Gold, Artificial Intelligence, Dividend ETFs, and several essential sector ETFs. I am not holding bonds in the Millikan as it is less important […]
McClintock Sector BPI Portfolio Update: 8 April 2026
McClintock is a relative young Sector BPI portfolio, launched in mid-October of 2023 so it did not experience the correction or market dip in 2022. In this blog post I show the current holdings, Internal Rate of Return (IRR) performance, risk ratio data, and how well the different sectors performed since 11/01/2023. McClintock Sector ETF […]
Copernicus Portfolio Review: 6 April 2026
We begin the week with an easy review. While waiting for SHV dividends to show up in Bethe I’ll update the Copernicus, an “all equity” portfolio. The asset allocation make-up of the Copernicus is designed for a young investor with many saving years ahead. Many saving years might be defined as greater than 10 years […]
Dirac 2026 Portfolio Review: 2 April 2026
This week saw a lot of volatility in the US Equity Markets, so let’s take a look at the current recommendations of our momentum/acceleration model for the 10 Sector ETFs that comprise this portfolio: We now see five Momentum Buy recommendations (XLB – Materials), XLE (Energy), XLI (Industrials), XLP (Consumer Staples) and XLV (Health Care) […]
Portfolio Hedge: 27 March 2026
On 24 March I added the following comment to my Portfolio Hedging Post of 20 March (https://itawealth.com/portfolio-hedging/): “With the drop in the SPX I have added another risk reversal to my hedge position by buying the 6400/6395 Put Spread and financing this by selling the 6800/6805 Call Spread for a net credit of 0.60 or […]
Carson Sector BPI Portfolio Review: 25 March 2026
Carson is the oldest Sector BPI portfolio, now in operation for approximately 3.5 years. We are beginning to build a historical base for this investing model. Four sectors are currently residing in the oversold zone while two others are very close to the Buy zone. Investors following this model are recommended to purchase shares of […]
Schrodinger Robo Advisor Portfolio Review: 23 March 2026
Passive is the name of the game with the Schrodinger portfolio. This computer managed portfolio is housed at Schwab and is known as an “Intelligent Portfolio.” Thus far it has been quite intelligent. The update of prices are not reflected in the first screenshot below. The portfolio is valued at over $164,000 and the owner […]
Franklin Sector BPI Portfolio Review: 20 March 2026
Recent market declines kicked several sectors into the oversold zone. The Franklin ETFs impacted are: VCR, VDC, VFH, VHT, VIS, and VOX. When I ran the Bullish Percent Indicator (BPI) numbers before the market opened, Industrial registered 31.64 and Consumer Staples was 30.55. This is why I placed limit orders for VIS and VDC. Readers […]
McClintock Sector BPI Portfolio Review: 13 March 2026
McClintock is a Sector BPI portfolio that has been operating under this management style for nearly 29 months. In this review we will check the performance over this period and look at how well it had done since 12/31/2021 or the launch date of the youngest ITA portfolio. The Sector BPI investing model began as […]
Portfolio Hedging
Warning: This post is likely of no direct interest to most readers of this Blog – it is written for education and interest only, and outlines one of the potential advantages of using Options for portfolio insurance. These are nervous times and we should be concerned about preserving our hard-earned wealth in the months ahead. […]
- « Previous Page
- 1
- 2
- 3
- 4
- 5
- …
- 67
- Next Page »
You must be logged in to post a comment.