The Schrodinger is an Intelligent Portfolio based at Schwab. At least this is how Schwab identifies portfolios managed by computer. I think of this investing style as Robo Advisor portfolios. Regardless, this type of investment is as easy as it gets. After setting up the portfolio with Schwab (other brokers have similar offerings) all one […]
Carson Sector BPI Portfolio Review: 1 July 2023
Earlier today I posted Internal Rate of Return (IRR) data on the Sector BPI Plus portfolios. This review of the Carson, one of four Sector BPI portfolios, walks readers through the process of how to manage a sector portfolio. Carson Investment Quiver Below is the current investment quiver and holdings in the Carson. The sector […]
Sector BPI Update: 30 June 2023
This past week I posted Internal Rate of Return (IRR) data for the combined performance of sectors used in the four Sector BPI Plus portfolios tracked here at ITA. Publishing only IRR data, while truthful, can be misleading when securities are held for short periods. The following data provides more information as it includes the […]
Rutherford Portfolio Review (Tranche 1): 30 June 2023
After a pullback to test support at ~4300, US equities bounced to finish the week strongly, closing at the top boundary of the 1 SD uptend channel: Should the trend continue there does not seem to be serious resistance until ~4600 – but this may just have been some early 4th July fireworks, so we’ll […]
Bullish Percent Indicators: 30 June 2023
We end the second quarter of 2023 on a strong note with the vast majority of indexes and sectors bullish. The “Misery Index” stands at 7.7 or one of the lower values for an administration approaching reelection for a second term. New signals are generated by changes in two sectors and I’ll get to that […]
Franklin Portfolio Review: 30 June 2023
As one of four Sector BPI portfolios, the Franklin continues to benefit from the sector investing model. Those benefits, while early in the hypothesis phase, are beginning to show promise as we can see from this data. Since the last review or update the Industrial (VIS) was sold out of the Franklin as the TSLO […]
Analyzing Sector BPI Investing Model Sector By Sector: 29 June 2023
As we near the end of the second quarter I thought readers might find it useful to see some data as to how well the different sectors performed when used in the Sector BPI Plus model. What I did was use the Investment Account Manager (IAM) commercial portfolio tracking program to group the four Sector […]
Copernicus Portfolio Update: 28 June 2023
After updating a few lackluster portfolios, it is refreshing to review a strong yet simple portfolio. Other than the Schrodinger where the owner does noting but save, the Copernicus comes in a close second for simplicity. Copernicus Investment Quiver and Holdings Below is the current investment quiver and holdings for the Copernicus. I added SHV […]
Bethe Portfolio Review: 27 June 2023
The following Bethe update is not so much where the portfolio is currently. Rather, it is the direction the portfolio is moving in the future. Currently, the Bethe holds a high percentage of the portfolio in income generating CEFs. While I have many limit orders in place to sell off the CEFs, the limit orders […]
Pauling Portfolio Review: 26 June 2023
When a portfolio fails to meet expectations, changes are required. That is what readers can expect to see in this review of the Pauling and what is coming over the next few months. Classified as a Dual Momentum™ portfolio, the Pauling is currently holding down the #15 spot. Instead of investing in a single ETF […]
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