Bethe is the Sector BPI portfolio reviewed this morning. This update was scheduled for posting yesterday, but I lost Internet access due to a severe ice storm. We have been housebound for over a week, but experienced only four electric energy (EE) brownouts so we are extremely fortunate compared to many Portland citizens. Now to […]
Schrodinger Portfolio Review: 18 January 2024
As mentioned in the blog post yesterday, Schwab sent out a notice that the Intelligent Portfolio was updated. This post reflects those additional purchases. The Schrodinger was initially set up to answer the question, “Who Will Manage The Family Portfolio When I Die?” Reviews of the Schrodinger are simple and straight forward as no decisions […]
Millikan Sector BPI Portfolio Review: 18 January 2024
Millikan is the portfolio up for review this morning. Since no sectors are positioned in the oversold zone we concentrate on how best to use cash by analyzing the three U.S. Equity ETFs, VTI, VOO, and ESGV. Some investors might want to broaden the equity options to include developed international equities (VEA) and emerging market […]
Gauss Sector BPI Portfolio Review: 17 January 2024
Early this morning I checked the current Bullish Percent Indicators (BPI) and no sectors are in the oversold zone. Therefore, no purchases are scheduled for the Gauss portfolio. For new subscribers, oversold is defined as a situation where 30% or fewer stocks within a sector are bullish. To learn more about BPI data, go to […]
Franklin Sector BPI Portfolio Review: 16 January 2024
Franklin is the Sector BPI portfolio up for review and included in this blog post is additional Kipling SS information for those new subscribers using this spreadsheet. The Franklin has been using the Sector BPI model for roughly a year so we are beginning to build useful data, although one year in the stock market […]
Carson Portfolio Review: 15 January 2024
Since my recent Seeking Alpha article there has been increased interest in the ITA blog. This review of the Carson is a tad more detailed than usual so new readers gain a better understanding of the Sector BPI investing model. In addition, the U.S. stock market is closed today in celebration of Martin Luther King […]
Rutherford Portfolio Review (Tranche 1): 12 January 2024
This may be the last time that you will see my usual chart of the SPX (S&P 500 Index) since my broker is kicking me off my preferred platform for analysis (ThinkOrSwim) and migrating my account to a new platform (that I haven’t yet been able to assess). In the past week we got a […]
Relative Portfolio Performance Data: 12 January 2024
Below is 24.5 months of date for the ITA portfolios I track. This list does not include the portfolios managed and reported on by Hedgehunter. The Annual IRR column of data is accurate as of 1/12/2024 while the remainder of the data is current as of the Date column. I have a few more portfolios […]
Bullish Percent Indicators: 12 January 2024
This week the general trend for U.S. Equities was down, although there were a few exceptions. Five of the seven indexes are bearish while nine of the eleven sectors come in with the same bearish message. No sectors are sufficiently bearish to call for any Buy signals. Five portfolios are scheduled for an update this […]
Pauling Sector BPI Portfolio Review: 12 January 2024
Pauling is the Sector BPI portfolio up for review this morning. No sectors are to be found in the oversold zone so we expect little action in this update. In the last screenshot I included a table I rarely post so examine it carefully. Tomorrow I plan to post the latest Bullish Percent Indicator data. […]
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