Kepler is another portfolio that made the transition from a Relative Strength investing model over to the Sector BPI investing model in the last few months. Therefore, pay more attention to trends rather than the absolute performance results. This also applies to other portfolios that are in the process of making the transitions to the […]
Pauling Portfolio Review: 26 December 2023
Pauling continues to struggle near the performance bottom of the 15 portfolios I track here on the ITA blog. Pauling is one of the recent accounts moved to the Sector BPI investing model so time is needed to give this style time to show its benefits. A high percentage currently held in cash is holding […]
Merry Christmas 2023
Merry Christmas
Rutherford Portfolio Review (Tranche 2): 22 December 2023
It was a bit of a rocky week for US equities with a scary drop in prices on Wednesday and poor liquidity as investors/traders focussed on the holidays. However the SPX (S&P 500 Index) still managed to close up close to 1% from last week’s close and now sits at about the same level that […]
Bullish Percent Indicators: 21 December 2023
Last week eight of the eleven sectors were overbought. This week there are nine so investors using the Sector BPI investing model will want to check to see which sector moved above the 70% bullish mark. Not since last July have we come close to this many bullish sectors. All the major indexes are bullish […]
Copernicus Portfolio Review: 21 December 2023
Next to the Schrodinger the Copernicus is the easiest portfolio to manage of those I track here at ITA Wealth Management. All that is required for those interested in the Copernicus is to save and invest in U.S. Equities. Sale of shares will never happen unless there is an emergency. Don’t think of this portfolio […]
Sector BPI Investing: Bethe Portfolio Review: 20 December 2023
Welcome to the Winter Solstice. Christmas is soon here and 2024 to follow. November was an outstanding month for equities and December should also end on a positive note. This review of the Bethe Portfolio reflects these good times for U.S. stocks. There is one major change for those using the Sector BPI model. Communication […]
Intelligent Portfolio: Schrodinger Portfolio Update: 20 December 2023
Schwab’s Intelligent Portfolio, the Schrodinger, is up for review today. This portfolio was launched a number of years ago to answer the question, “Who Will Manage the Family Portfolio When I Die?” Of the three portfolio investment strategies tracked here at ITA Wealth Management, the Schrodinger is by far the easiest to manage. All one […]
Sector BPI Investing: McClintock Portfolio Review: 19 December 2023
To read the blogs, sign up as a Guest and wait to be elevated to the Platinum level. This will give you access to all the blogs except for a very few reserved for Lifetime members. And now for the McClintock review. This portfolio had an excellent month of November. So good that it pulled […]
Bohr Portfolio Review: 18 December 2023
Last Friday VPU and VNQ were sold out of the Bohr as the Trailing Stop Loss Orders (TSLOs) were struck. The sale of these two sector ETFs results in a 34% cash level so some decisions are required as to what to do with this money. No sectors are currently in the Buy or oversold […]
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