Monument Valley It has been several weeks since I posed BPI data as there were no changes that merited posting static information. This past week it was different as Discretionary, Energy, and Technology all moved into the oversold zone. With the market rebound after the dramatic draw-down, only Energy remains in the oversold zone. This […]
Rutherford Portfolio Review (Tranche 3): 9 August 2024
If we were just to look at prices today and the same time last week we might think that it was a quiet week in the US markets – but, it was far from that, with a dramatic pullback on Monday followed by a full recovery by the end of the week: Monday saw a […]
Gauss Sector BPI Portfolio Review: 7 August 2024
Gauss is one of five Sector BPI portfolios tracked here on the ITA blog. Launched in December of 2022 we are closing in on two years of data. The initial results look promising, but we still need more oversold and overbought cycles to give this model a real test. The most recent draw-down moved three […]
Hawking Portfolio Review: 2 August, 2024
July dividend distrubutions are in and ~$1,000+ “Income” is available for re-investment since I don’t need the “income”. Current holdings in the portfolio look like this: and, with the recent pullback I shall be looking for assets that are presently under-allocated and, maybe, ready to bounce so as to add a few more shates. I […]
Returning To Investing Roots: 5 August 2024
This ITA Wealth Management blog has been chugging along for approximately 16.5 years. Over the last few months I’ve moved several portfolios back to what I call my investing roots or what is known as the Asset Allocation model. While I loosely used this model for years going back into the 1960s through the 1990s, […]
Rutherford Portfolio Review (Tranche 2): 2 August 2024
The pullback in US Equities continued this week as prices broke below the lower boundary of the bullish trend channel that started in April: Although it is a little early to declare a correction in the trend (requires a 10% pullback) I have drawn a tentative new bearish channel to guide our eyes as to […]
Rutherford Portfolio Review (Tranche 1): 26 July 2024
This week we saw a correction in the prices of US equities that has taken us down from highs at the ~5800 resistance level to the lower boundary of the bullish trend channel that started in April: Despite the 2-week pullback, we are still in a bullish trend channel and we wait to see whether […]
Schrodinger Intelligent Portfolio Review: 25 July 2024
This morning the easiest portfolio to manage is up for review. Updating the Schrodinger, a Robo Advisor portfolio, is trivial as no buy-hold-sell decisions are required as this is all done by computer algorithms. The Schrodinger was set up seven years ago to answer the question: Who Will Manage the Family Portfolio When I Die? […]
Rutherford Portfolio Review (Tranche 4): 19 July 2024
US Equities saw a (predictable?) pullback over the past week closing down ~2% from last week’s close: As suggested in last week’s post the 5680 level in the SPX (S&P 500 Index) proved to provided significant resistance and we bounced off this level and moved towards the lower boundary of the bullish regression channel. We […]
Rutherford Portfolio Review (Tranche 3): 12 July 2024
US Equities continued their climb to new all-time highs again this week with the SPX (S&P 500 Index) closing the week ~0.9% higher than last week’s close: I am still anticipating that this ~5680 level will provide resistance although emotional reactions to the recent assassination attempt on Donald Trump may be more significant that any […]
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