US Equity markets jumped higher on Monday as investors reacted positively to news that the conflicts in the Middle East may soon be resolved. However, they pulled back modestly later in the week, managing to stay within the bullish uptrend channel, whilst closing ~1.5% higher than last week’s close: We are now sitting at ~7500 […]
Carson Sector BPI Portfolio Update: 19 June 2026
That fact that the NYSE is closed today is not an issue as I was able to populate Energy (VDE) yesterday when this sector flashed a Buy signal. The Carson Sector BPI portfolio is one of the oldest using this investing model and in the following blog post readers will see this management style is […]
Einstein Portfolio Review: 17 June 2026
Einstein is the “Financial Repression” portfolio up for review this morning. If you are prevented from reading this blog post, register as a Guest (free) and wait for me to upgrade your Guest membership to Platinum. The blog is free to all readers. And now to the analysis of this portfolio that has been a […]
Pauling Portfolio Review: 15 June 2026
Pauling is one of several portfolios constructed around the concept of asset allocation. If you check the various ETFs you will see it is invested with global equities in mind. I asked ChatGPT if the U.S. Equities market is overvalued. Here is the response. “Yes, by almost all historical standards, the current U.S. equities market […]
Dirac 2026 Portfolio Review: 12 June 2026
The Dirac Portfolio attempts to outperform the broader US Equity market (as represented by SPY – S&P 500 ETF) by rotating between sectors in that broader market. At present, the momentum/acceleration model that has been used to manage this portfolio is showing the following suggestions: with five ETFs generating Mean Reversion Buy recommendations.
Darwin 2026 Portfolio Review: 12 June 2026
US Equity markets relaxed a little earlier this past week as the SPX (S&P 500 Index) pulled back to the bottom of the current uptrend channel and bounced off the 50-period EMA line:
Franklin Sector BPI Portfolio: 12 June 2026
One of the youngest Sector BPI portfolios is up for review this morning. Franklin is one of three Sector BPI portfolios managed here at ITA. All are excellent performers. Readers interested in Point and Figure (PnF) market movements will find two authors of interest. They are: Jeremy Du Plessis and Thomas J. Dorsey. Du Plessis […]
Schrodinger Portfolio Review: 11 June 2026
Schrodinger is the Robo Advisor portfolio up for review this morning. This is actually an update as little action occurred since the last posting of information. To new readers, the Schrodinger portfolio is managed by computers based at Schwab. Schwab refers to these portfolios as Intelligent Portfolios. There is no cost to managing this Robo […]
Bohr Portfolio Update: 10 June 2026
When a portfolio is not performing up to expectations one makes changes. Such is the case with the Bohr portfolio. I am in the process of making changes in this portfolio for two reasons. Performance is below expectations. Asset Allocations are in flux in anticipation of a major market correction in the near future. I […]
Kepler Portfolio Update: 9 June 2026
As mentioned in the last blog this portfolio (Kepler) is designed to protect capital and to provide some resistance should the government employ Financial Repression in an effort to get out from under the 40 trillion dollar debt. If you compare the asset allocation for the Kepler with the recent post you will see a […]
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