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...]
Pauling In Transition: 23 October 2023
The Pauling portfolio will be joining the Sector BPI Plus investing model group by the end of this month. This review will explain the transition process which is nothing more than adding eleven sector ETFs to the four existing U.S. Equity … [Read more]
Rutherford Portfolio Review (Tranche 1): 20 October 2023
It was a bad week for equities with the SPX (S&P 500 Index) dropping ~2.5% on the week: We are now back in the potential support zone (shaded area) near the prior pivot low at ~4200 and close to the bottom of the 2SD boundary of the longer term … [Read more]
Kepler Portfolio Transition: 21 October 2023
As promised this Kepler review begins the transition from the Relative Strength model to the Sector BPI Plus model. I've simplified the Investment Quiver as readers will see in a moment. The Investment Account Manager (IAM) only holds end … [Read more]
Bullish Percent Indicators: 20 October 2023
This was a poor week for U.S. Equities, but the possibility of a buying opportunity for those managing at least one Sector BPI Plus portfolio. Follow the logic presented below. … [Read more]
Millikan Sector BPI Portfolio Review: 18 October 2023
Millikan is another Sector BPI Plus portfolio that adding evidence to the positive benefits of this investing model. With the number of portfolios using the sector model, and reviewing these portfolios on different days, the luck-of-the-review-day … [Read more]
Franklin Sector BPI Portfolio Review: 18 October 2023
Franklin is the Sector BPI portfolio scheduled for review this morning. A number of months ago this portfolio was a "laggard." Improvement began when this portfolio was moved to the Sector BPI Plus investing model. Follow the analysis below for … [Read more]
Copernicus Portfolio Review: 17 October 2023
Copernicus is the portfolio up for review this morning. If you have been reading the ITA blog for any length of time you are well aware of the simple investing philosophy behind the Copernicus. Save, invest in U.S. Equities and forget. Ride out … [Read more]
Carson Sector BPI Portfolio Update: 16 October 2023
The Carson is the oldest Sector BPI portfolios and one of the better performers tracked here on the ITA blog. The current condition is going to be one to watch as it will be a good test to see if the Sector BPI model can outperform the S&P 500. … [Read more]
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