Huygens is the asset allocation portfolio scheduled for review this morning. Since I first started this blog shares of GLDM and IAU were sold and the money was reinvested in short-term treasuries, SCHO. This move will lower the portfolio beta which in turn will elevate the Jensen Alpha value. Huygens Asset Allocation Model Limit orders are in place to purchase more shares of VTI and VYM. … [Read More...]
Rutherford Portfolio Review (Tranche 4): 10 November 2023
US equity markets started the week quietly but showed more volatility towards the end of the week closing up modestly from last week's close: Although we closed slightly above resistance (and the prior high) at ~4400 we are still within the 2SD … [Read more]
Bullish Percent Indicators: 10 November 2023
Based on Bullish Percent Indicator data the broad U.S. Equities market improved slightly this week. All the broad indexes increased slightly with exception of the Dow Jones Transportation Average (DJTA) which remained even. In general, the sectors … [Read more]
Millikan Sector BPI Portfolio Review: 10 November 2023
Millikan is another modest size Sector BPI portfolio. We are still working with two oversold sectors, identified later in this blog post. No changes are planned as the Millikan is fully populated. … [Read more]
Carson Portfolio Review: 8 November 2023
Carson is the oldest ITA portfolio using the Sector BPI Plus investing model and as such will include more performance details in the following review. Two sectors remain in the oversold zone and they are: Materials (VAW) and Staples (VDC). Both … [Read more]
Einstein Sector BPI Portfolio Review: 8 November 2023
Einstein is one of several portfolios recently converted or moved to the Sector BPI Plus investing model. This is an early review of the Einstein as I'm updating portfolios before the 33-Day rotation schedule as I want to be sure the oversold … [Read more]
Pauling Sector BPI Portfolio Review: 7 November 2023
If you are prevented from reading this blog post, register as a Guest and wait for me to upgrade you to the Platinum level. Registration is free to all who register as a Guest. To learn more about the Sector BPI Plus model, check out this Seeking … [Read more]
Improving the Sector BPI Investing Model
If you were paying attention to the last screenshot of the Bethe review earlier this morning, you noticed that VTI was a negative contributing factor to portfolio performance while VOO added little to the IRR value. Only ESGV played an important … [Read more]
Bethe Sector BPI Portfolio Review: 6 November 2023
After spending the past few weeks repositioning several portfolios, Bethe being one, security transactions should decrease over the next few months. A strong stock market last week pushed several sectors out of the oversold zone leaving only Staples … [Read more]
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