Of the numerous Sector BPI portfolio tracked here at ITA, Carson is the oldest. As more historical data becomes available, are there any weaknesses showing up in the model? Perhaps, so follow along with this analysis. As yet I’ve not added VEA and VWO to the investment quiver. Thus far I’ve only added these international […]
Einstein Portfolio Review: 29 January 2024
Einstein is the Sector BPI portfolio up for review this morning. One change made to the investment quiver is the addition of Developed International Equities (VEA) and Emerging Market Equities (VWO). Neither asset class is currently recommended for purchase so now is a good time to add these two additional securities to the investment quiver. […]
Rutherford Portfolio Review (Tranche 3): 26 January 2024
It was a relatively calm but bullish week in US equity markets as the S&P 500 Index continued it’s climb above the important 4800 resistance level (that now becomes a potential support level): US equities rose a little over 1% over the past week – generally in line with international equity markets, but all of […]
Bullish Percent Indicators: 26 January 2024
When financial news reports the stock market is either up or down the information is generally referring to the 30 Dow Jones Industrial stocks. While the DJIA forms a significant percentage of the U.S. Equities market it does not tell the whole story. Left out of this news is the entire international market. The following […]
Bohr Sector BPI Portfolio Review: 25 January 2024
Before proceeding with the Bohr review, on occasion I see where an interested investor subscribes to the ITA Wealth Management blog, but they do not show up as a Guest. If I do not see a Guest registration I am unable to elevate the user to the Platinum level so they can read all the […]
Copernicus Portfolio Review: 24 January 2024
If you are looking for investment advice for your children or grandchildren, Copernicus is an excellent choice as no management skills are required. Open up a broker account and begin saving. While the Copernicus focuses on four broad index ETFs (VTI, SPY, VOO, and ESGV) one can narrow this to one or two ETFs. VOO […]
McClintock Portfolio Review: 22 January 2024
Yesterday the Dow Jones Industrial Average (DJIA) closed above 38,000 for the first time in history. A few readers may recall a book titled: Dow 36,000: The New Strategy for Profiting From the Coming Rise in the Stock Market written by James K. Glassman and Kevin A. Hassett, published on October 1, 1999. Many investors, […]
Rutherford Portfolio Review (Tranche 2): 19 January 2024
My apologies for being late with this post – I’ve moved to a new location and I’ve had a few problems with my new internet connection – but, this is real life and the issues we come across. Hopefully it doesn’t have a significant impact on our investments and we can survive the frustrations. In […]
Huygens Sector BPI Portfolio Review: 22 January 2024
Now that we passed the mid-way point in January I want to update all portfolios that were last reviewed in December. The Huygens is one such Sector BPI portfolio. Another reason for paying special attention to the Sector BPI portfolios is that many are carrying excess cash due to TSLOs being struck when the market […]
Bullish Percent Indicators: 19 January 2024
Before looking up any Bullish Percent Indicator data I envision or guess what the various indexes and sectors will show. Will the trends be bullish or bearish. Based on a strong Friday market I anticipated a number of the indexes and sectors would turn bullish. Not so. Technology is the one sector of the market […]
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