Kepler and Gauss are the two portfolios up for review this week. Neither are top performers while both are set up to resist the coming market draw-down. This morning I added more shares of SCHO and SGOV to the Kepler. When the August dividends appear I’ll likely add more shares of JEPQ and JEPI to […]
Carson Sector BPI Portfolio Update: 16 July 2026
Carson is the Sector BPI portfolio scheduled for review this summer morning. As with all the Sector BPI portfolios this one is performing quite well. Since the last review VIS and VHT hit the 3% Trailing Stop Loss Order price and were sold. Shares of VGT were added, but as I recall I was a […]
Einstein Portfolio Update: 14 July 2026
What to do with a poor performing portfolio? Advice to the owner of the Einstein is to continue to add money to the portfolio and work toward keeping the various asset class close to target. Instead of concentrating on the Internal Rate of Return, focus on the Jensen Alpha and Information Ratio. Einstein Security Holdings […]
Pauling Portfolio Update: 13 July 2026
The Pauling is another portfolio undergoing asset allocation changes in an effort to both improve performance while providing additional protection against a major market draw-down. Interest rates moved up for the 30-year bond as there were fewer buyers. Higher interest rates do not bode well for the market. However, the U.S. Equities market continues […]
Darwin 2026 Portfolio Review: 10 July 2026
US Equity markets rose ~1.4% this week from last week’s close but remain in a consolidation range between ~7300 and 7600 in the SPX (S&P 500 Index) with ~7500 seeming to be a significant support/resistance level within this range:
Franklin Sector BPI Portfolio Update: 10 July 2026
Franklin is one of three Sector BPI portfolios tracked here on the ITA educational blog. Investors interested in this model should follow the Carson and McClintock portfolios as well as this one. In addition, when there is a Buy or Sell recommendation based on Point and Figure (PnF) data, I post the information on the […]
Bethe Portfolio Redesigned: 9 July 2026
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Schrodinger Portfolio Update: 8 July 2026
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Bohr Portfolio Review: 7 July 2026
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Dirac 2026 Portfolio Review: 2 July 2026
I only made one adjustment to the Dirac Portfolio this week by selling my position in XLB (Materials) as both momentum and acceleration turned negative
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