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Bohr Portfolio Update: 1 October 2026

Rebalancing continues within the Bohr portfolio as a number of asset classes are still out of balance to the low side.  I continue to hold a large percentage of short-term treasuries as there will be better buying opportunities in the future, unless the Shiller CAPE and Buffett Indicator ratios are providing false signals for the first time since 1950.  The Bohr has been a poor performer and will … [Read More...]

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Portfolio Management

Gauss Sector BPI Portfolio Review: 25 October 2024

Gauss is one of five portfolios currently using the Sector BPI investing model.  The other four are:  Carson, Franklin, McClintock, and Millikan.  To see how these portfolios are performing, check out this blog post.  These five portfolios were launched at different times and are reviewed at different times of the month.  These variations reduce the luck-of-review-day leading to a more honest … [Read More...]

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Pauling Portfolio Review: 26 December 2023

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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 … [Read more]

Bullish Percent Indicators: 21 December 2023

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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 … [Read more]

Copernicus Portfolio Review: 21 December 2023

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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 … [Read more]

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