While the Bohr portfolio is an Asset Allocation style portfolio, the emphasis is more on generating income than focusing on growth. As a result the Bohr is not one of the better performing portfolio when compared to any of the six benchmarks I track here at ITA. Should we see a market correction or worse […]
Copernicus Portfolio Update: 12 February 2026
Copernicus, the all equity portfolio, is back for an update or review. I’ve backed off from investing only in VOO or the S&P 500. Ten of the 500 stocks in the S&P 500 make up 39.1% of the entire index. Let one of the ten (10) sneeze and the S&P 500 index will come down […]
McClintock Sector BPI Portfolio Review: 10 February 2026
McClintock is the Sector BPI portfolio up for review this morning. Last Friday the Information Technology sector dropped into the oversold zone so yesterday I purchased shares of VGT. Of all the sectors, Technology is the most volatile and therefore holds the highest percentage of the portfolio when recommended for inclusion in the portfolio. Keep […]
Schrodinger Portfolio Review: 29 January 2026
The question, “Who will manage the family portfolio when I die?” gave rise to research into Robo Advisor services. I looked into numerous services several years ago and actually invested money with several brokers to test their services. Performance and cost were the two primary criteria when researching Robo Advisor options. I finally settled on […]
Franklin Sector BPI Update: 28 January 2026
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 […]
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