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Pauling Asset Allocation Portfolio in Review: 2 May 2024

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After a few weeks since launch the Pauling is beginning to settle down into the Asset Allocation plan as envisioned.  As with most portfolios I anticipate some additional evolutionary adjustments over the next year will occur.  A few assets from the old model are currently oversubscribed or carry a higher percentage of the portfolio than […]

Carson Sector BPI Portfolio Review: 30 April 2024

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Investors interested in or using the Sector BPI model will find this analysis of the Carson useful.  When I get to the second screenshot you will see no purchase recommendations are called for as no sectors are in the oversold zone and VTI and VOO are fully populated.  This does not mean we have zero […]

Franklin Sector BPI Portfolio Review: 29 April 2024

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Franklin (named for Rosalind – British chemist) is a small Sector BPI portfolio or one of eleven ITA portfolio using this particular investing model.  Not all eleven are reported on this blog as some owners prefer the data not be public. Several of the screenshots come out of the Kipling spreadsheet.  The first, second, and […]

Rutherford Portfolio Review (Tranche 4): 26 April 2024

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Although US equities closed up ~2.5% from last week’s close it was not a smooth ride – with a bounce from last week’s close early in the week to a retest of the ~5000 support level on Thursday and a jump back up on Friday. We remain in the tentative downtrend channel that started ~1 […]

Two-Year Summary of Sector BPI Portfolio Performance: 26 April 2024

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Nearly two years ago I launched the first (Carson) of several Sector BPI portfolios.  Eleven ITA portfolios are currently using this investing model.  Not all are publicly reported here on the ITA blog.  How are these eleven portfolios performing using this particular investing model?  The following data table shows how the different sectors performed over […]

Bullish Percent Indicators: 26 April 2024

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Updating the Bullish Percent Indicator data is important this week as there are a few changes in the sector arena.  Technology dipped into the oversold zone this week, but rebounded and is no longer recommended for purchase.  I hope readers checked the Forum section of this blog to pick up that Buy recommendation when the […]

Gauss Sector BPI Portfolio Review: 24 April 2024.

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Earlier this morning I posted a blog using Asset Allocation principles with the Pauling.  Gauss uses an entirely different investing model.  This investing model is unique to ITA Wealth Management and it is called the Sector BPI™ model.  At least I’ve not found anyone else using this approach to investing. The idea is to purchase […]

Pauling Update: 24 April 2024

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When I first began setting up this Asset Allocation portfolio I called it Pauling II.  Now that the account is nearly established or fully populated I’m reverting back to the original name, Pauling. The philosophy behind this portfolio is to build a retirement account using tried and true diversification methods.  The Pauling is diversified across […]

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