You have to pick what you’re going to be worried about. Markets are volatile, but retirement is certain. – Nick Murray As an investing model the Sector BPI approach continues to hold up well when compared to the S&P 500. While the performance data goes back to 12/31/2021 or when the last portfolio was launched, […]
Einstein Sector BPI Portfolio Review: 6 March 2024
Einstein is the portfolio up for an update this morning. While this is another Sector BPI portfolio, the Einstein has only been using this model a little over four months so it is much too early to have clues as to how well the model is functioning. Cash flows in and out of the portfolio […]
Pauling Sector BPI Portfolio Review: 5 March 2024
Today is the scheduled review for the Pauling, one of the poorest performing ITA portfolios. Since this portfolio continues to occupy the bottom quartile I am including the Sector Portfolio Report (5th or last screenshot) so readers can witness how the Sector BPI investment strategy is working for a less than stellar portfolio. To read […]
Hawking Portfolio Review: 1 March, 2024
I have held off my review of the Hawking portfolio so as to log the month-end distributions for February. This Portfolio needs very little attention since it is essentially a “Buy and Hold” portfolio built on the purchase of high yield Closed-End Funds (CEFs) for income generation. The portfolio currently holds twenty-five (25) positions to […]
Gauss Sector BPI Portfolio Review: 4 March 2024
“Pay tax on what you take, not what you make.” – Warren Buffett Gauss is the portfolio up for review this morning. Simplicity is the direction I’m moving with this Sector BPI portfolio as well as the other portfolios I track here at ITA. Eventually ESGV, VEA, and VWO will be removed leaving the eleven […]
Darwin Portfolio Review: 1 March, 2024
The Darwin Portfolio differs from other portfolios that I review on this site since it is a more “classical” diversified portfolio that does not rely on momentum measurements but stays invested in the same assets at all times (see lower screenshot below). The only adjustments necessary are to adjust for Risk Parity should allocations get […]
Kahneman-Tversky Portfolio Review: 1 March, 2024
It has been 3 months since I last posted a review of the Kahneman-Tversky (K-T) Portfolio since no adjustments have been called for. The K-T Portfolio is a simple Dual Momentum Portfolio that needs very little attention since we only have a choice of three ETFs from which to choose and we select the one […]
Rutherford Portfolio Review (Tranche 4): 1 March 2024
US Equities continued their bullish climb over the past week and are still heading towards the 5200 level where we might expect to see a little resistance: In terms of relative strength VTI (representing US Equities) came in roughly the middle of the pack being outshone by Gold (GLD) and US Real Estate (VNQ): Unfortunately […]
Bullish Percent Indicators: 1 March 2024
Based on BPI data for this week, it was a positive five days for U.S. Equities. There were two exceptions among the eleven sectors, but overall it was a good week for stocks. Index BPI All indexes are bullish with exception of the DJIA and that is an anomaly as the percentage of bullish stock […]
Schrodinger Portfolio Review: 1 March 2024
Schrodinger is a “do nothing” portfolio in the sense that it is on automatic pilot after it is set up with Schwab. This portfolio is managed by computer and is built around the principle of Asset Allocation, a long standing investing model designed for diversification. Schwab calls these portfolios, “Intelligent Portfolios.” The Schrodinger stock/bond ratio […]
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