McClintock is one of three Sector BPI portfolio tracked here on the ITA blog. Based on the latest Bullish Percent Indicator data there are no new recommendations. None of the sectors held in the McClintock are overbought and there are no oversold sectors. Therefore we will continue to hold Materials, Energy, and Real Estate. After […]
Gauss Asset Allocation Portfolio Review: 19 February 2025
Gauss is one of the portfolios converted from the Sector BPI investing model over to a simplified Asset Allocation investing model. This will reduce workload as well as shift investments toward a more conservative asset allocation. As with the Millikan portfolio, update posted yesterday, the Gauss is moving toward a very low beta value. There […]
Millikan Asset Allocation Portfolio Review: 18 February 2025
Millikan is the asset allocation portfolio scheduled for review this morning. This is a simplified version of other asset allocation portfolios in that the Millikan is using only six ETFs. With the Millikan there is less emphasis on equities. Bonds and treasuries make up a higher percentage of this portfolio, thus reducing the beta. The […]
Rutherford-Darwin Portfolio Review: 14 February 2025
It was another week of choppy sideways movement in US equities although the SPX did close higher by ~1.5% and close to the all-time highs that have been providing strong resistance over the past 3 months: However, we remain well within the bullish uptrend channel so we will watch to see where we might go […]
Carson Sector BPI Portfolio Review: 14 February 2025
Happy Valentine’s Day Today marks the 17th anniversary of the ITA Wealth Management blog. Posts do not go back to 2008 as the site was hacked around 2013 by a Swedish hacker causing the loss of over 1000 posts. I moved to a more secure server since this unfortunate event. Many out-of-date posts have been […]
Kepler Portfolio Review: 13 February 2025
Kepler is the small portfolio up for review this morning. The owner is rebuilding this portfolio as it looks like all educational expenses are in the rear view mirror. As readers will see in the following update, this portfolio is finally coming into balance. In other words, the various assets are closing in on the […]
Einstein Portfolio Update: 11 February 2025
Einstein is the portfolio up for review this morning. As mentioned in a prior blog post the owner of the Einstein needed educational funds at the wrong time based on market action. Selling shares in a down market is not conducive to producing good results. As a result, this portfolio is an under-performer whereas the […]
Rutherford-Darwin Portfolio Review: 7 February 2025
Another rather volatile week in US equity markets with no clear indication of a short-term trend: ….. although we remain in the longer term uptrend channel that started last May. We have now been churning sideways for the past 3 months. US equities remained relatively unchanged over the past week although SPY (the S&P 500 […]
Bullish Percent Indicators: 7 February 2025
Bullish Percent Indicator data was last published on January 10th of this year. There was little need to publish anything over the last month as no sector action impacted any of the Sector BPI portfolios. There was one day when Staples dipped into the oversold zone, but I missed that short opportunity to purchase shares […]
Schrodinger Portfolio Review: 6 February 2025
Once more it is time to update the highly touted Schrodinger portfolio. This account is a Schwab “Intelligent Portfolio” managed by computer. I think of this style of portfolio as a Robo Advisor portfolio. As an investor interested in setting up such an account, all one needs to do is invest the minimum amount of […]
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