McClintock is approaching one-year as a Sector BPI portfolio. As one of the younger BPI portfolios it has not been through many sector buy and sell cycles. Since the last update shares of VCR and VDC were sold out of the McClintock so cash is available to add to VTI and/or VOO. No sectors are […]
Pauling Asset Allocation Portfolio Review: 10 October 2024
Yesterday I updated a Sector BPI portfolio. This morning it is time to examine an Asset Allocation portfolio. Pauling is a modest size portfolio built to handle securities all over the globe. The portfolio contains U.S. Equities, U.S. and International Bonds, Developed International Equities, Emerging Market Equities, Domestic and International Real Estate, and Treasuries. The […]
Millikan Sector BPI Portfolio Review: 9 October 2024
“Millikan is a portfolio that focuses on Sector Bullish Percent Indicators. These indicators provide valuable insights into the bullish sentiment within specific sectors of the market. Understanding these indicators can help investors make informed decisions and effectively navigate the market. By analyzing the Sector Bullish Percent Indicators, investors can identify potential opportunities and gauge the […]
Kepler Asset Allocation Portfolio Review: 8 October 2024
ITA readers frequently find me referencing investment writings by William J. Bernstein, Richard Ferri, Charles Ellis, Larry Swedroe, David Swensen and a few others. Bernstein is at the top of my list based on the soundness of his information and humorous writing style. Embedded in the writings of all these authors is the fundamental principle […]
Gauss Sector BPI Portfolio Update: 7 October 2024
Since the last update of the Gauss shares of VDC and VCR were sold out of the portfolio as the 3% Trailing Stop Loss Orders were struck. This leaves VIS, a shard holding, and VDE, the energy sector that took a huge leap up this past week. The sale of VCR and VDC results in […]
Rutherford Portfolio Review (Tranche 3): 4 October 2024
It was a rocky week until Friday when we saw a gap up in prices with the SPX (S&P 500 Index) closing higher on the week but still not breaking through the ~5790 resistance level: Relative to other major asset classes, US equities fared reasonably well: although Commodities was the clear winner, likely due to […]
Relative Portfolio Performance Data: 4 October 2024
In response to Lee’s question, the following table shows the relative performance data for the fifteen (15) portfolios I track here at ITA Wealth Management. The spreadsheet requires some explanation as not all data is current as of 4 October 2024. The spreadsheet is updated on a rotating basis as I review and update different […]
Bethe Asset Allocation Portfolio Review: 4 October 2024
Asset Allocation portfolio management is an old tried and true method for managing an investment portfolio. This is the strategy followed by Intelligent Portfolios such as the Schrodinger. The Bethe is a portfolio where the selected securities cover U.S. Equities of all sizes, Domestic and International Bonds, Domestic and International Real Estate, Developed International Equities, […]
Carson Sector BPI Portfolio Review: 3 October 2024
Carson is one of five Sector BPI portfolios and is the oldest here at ITA. At its basic, Sector BPI investing is a reversion-to-the-mean approach. When a sector reaches 70% or more bullish stocks, we place a TSLO sell order as the sector is classified as overbought. Bullish indicators are based on Point and Figure […]
Einstein Asset Allocation Portfolio Review: 2 October 2024
Einstein is one of several portfolios that need special attention as the performance has been less than stellar. The Einstein is new to the Asset Allocation model so we will need many months of operation to see how well it performs under a different management model. The portfolio is well diversified and the asset classes […]
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