Pauling is the portfolio scheduled for review this morning and it is one of the poorest performing accounts tracked here at ITA. Last spring or summer I altered the investing model. To see if the change is having an impact on the return/risk ratio, pay special attention to the Jensen Performance Index and the Information […]
Bethe Portfolio Review: 4 October 2023
Bethe is a relative new Sector BPI Plus portfolio. Formerly a Growth and Income portfolio this portfolio still holds three Closed-End-Funds. Limit orders are in place to sell all shares of the CEFs which will free cash to populate to their fullest all the recommended sector ETFs. Upon checking the BPI data this morning, six […]
Carson Sector BPI Portfolio Update: 3 October 2023
Carson is the Sector BPI Plus portfolio up for review this morning. Real Estate is still in the oversold zone and thus far the Carson is not holding any shares of VNQ. There is insufficient cash to build VNQ up to the recommended 9.7% level so I placed a limit order to purchase as many […]
Franklin Sector BPI Portfolio Review: 2 October 2023
Several Sector BPI Plus portfolios are scheduled for review this week. Franklin is the first. I checked the BPI data this morning and it is too early for any Monday data to show up. I expected to see the market move up based on the U.S. Government remaining open for business. Instead, the market opened […]
Which Assets Should I Consider Holding and What System Should I Use to Manage my Portfolio?
Which Assets Should I Consider Holding and What System Should I Use to Manage my Portfolio? These are questions that all investors will ask. The answers are not simple or straightforward and will depend on our goals, objectives, tolerance for risk and even prejudices. Let’s start by looking at assets that we might hold – […]
Rutherford Portfolio Review (Tranche 2): 29 September 2023
Last week US equities closed at ~4320 and sitting at the top of a potential support zone (4150-4300). The question was whether we would see support at this level (and a bounce) or whether we would see a continuation of the short-term downtrend that we have been in for the past couple of months. The […]
Bullish Percent Indicators: 29 September 2023
There are no surprises this week in the world of Bullish Percent Indicators. With the U.S. Government about to “close” investors need to be prepared for a rocky October. Sane minds will eventually prevail, but until voters penalize childish behavior significant elements of our society will continue to suffer. Earlier this week I pointed out […]
Pauling Portfolio Review: 29 September 2023
Pauling is a portfolio with an identical investment quiver as the Huygens or when the Huygens is purged of CEFs. What is different between the two portfolios is the investing method where I am using the LRPC model with Huygens and the Buy-Hold-Sell (BHS) model with the Pauling. For many months the Pauling is either […]
Huygens Portfolio Review: 29 September 2023
Huygens is the portfolio up for review this morning. If you checked the performance data published yesterday you will see that Huygens is one two portfolios not yet updated in September. The other is the Pauling and I will be working on it later today. The Bethe was updated on 9/28 and the data has […]
Portfolio Performance Data: 28 September 2023
Rather than wait for the third quarter to end and all dividends recorded, I decided to post this portfolio performance data table as there is new information contained in the following. Readers, particularly those new to ITA, need to understand how to interpret the information. In the following table I am posting two different benchmarks. […]
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