As with the Carson reviewed earlier this week, no changes are in store for the Franklin Sector BPI portfolio. No sectors are in the oversold zone as we continue this bull market move. Sectors in the overbought zone (70% bullish and higher) have Trailing Stop Loss Orders in place or are not part of the […]
Millikan Portfolio Review: 27 January 2026
The Millikan is one of several asset allocation driven portfolios set up to handle a mild recession. This portfolio is not as conservative as a few others managed here at Investment Trend Analysis (ITA). In the second screenshot readers can see the three-year average volatility. I’ll point out the specific column in a moment. Millikan […]
Carson Sector BPI Portfolio Review: 26 January 2026
Bullish Percent Indicator data as of last Friday called for no changes for those managing Sector BPI portfolios. Carson is a Sector BPI portfolio and the oldest one managed here at ITA. Consumer Discretionary (VCR) was sold out of the Carson as the Trailing Stop Loss Order (TSLO) was struck when the market dipped a […]
Beta: A Brief Description
What is beta and how is it measured? In the context of an investment portfolio, beta refers to a measure of a stock’s volatility in relation to the overall market. A beta value greater than one indicates that the stock is more volatile than the market, while a value less than one suggests it is […]
McClintock Sector BPI Portfolio Update: 16 January 2026
We end an active week of portfolio reviews with an update of the McClintock. McClintock is one of the youngest Sector BPI portfolios with a 2-year history. Thus far the Sector BPI investing model is showing itself to be a very workable investing model. None of the Sector BPI portfolios went through the 2022 draw-down […]
Copernicus Portfolio Update: 15 January 2026
Here we are at the halfway point in January and it is time to update the top performing portfolio, Copernicus. Copernicus is an equity only portfolio where I set out to invest only in S&P 500 equities. With the market hovering at its high point diversification seemed prudent. As a result I pulled back on […]
Millikan Portfolio Review: 13 January 2026
Millikan is another asset allocation model that is set up to handle a correction, but would need more work should we encounter a recession. At this point the Millikan is very close to being in balance. Check out the second screenshot. Millikan Asset Allocation Model Below is the current asset allocation model for the Millikan. […]
Darwin 2026: 2 January 2026
I have reset the Darwin Portfolio to a $100,000 investment portfolio with small changes to the asset list (“quiver”) and the introduction of a new algorithm for trading in 2026. This post outlines these changes and my plans for managing this portfolio going forward. Background I have now been developing/building systems for investment and trading […]
Schrodinger Portfolio Update: 2 January 2026
Schrodinger is an excellent portfolio to launch this early in 2026 as there is nothing to do except report the results. As mentioned each update of the Robo Advisor or Intelligent Portfolio, all the owner does is add new money to the account each month. Dollar-cost-averaging is the reason this portfolio is performing so well. […]
Carson Sector BPI Portfolio Update: 30 December 2025
Carson is next to the last portfolio to be reviewed in 2025. Tomorrow I will update the Millikan portfolio. The Carson was one of the better performing portfolios during the month of November, indicating once more that the Sector BPI investing model is working as projected by the theory some years ago. No new sectors […]
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