Kepler is the asset allocation portfolio scheduled for a review this morning. The current lineup of ETFs is only three months old so we have little data as to whether this new asset allocation mix will improve the historically poor performance of the Kepler. As currently constructed the portfolio will throw off approximately 4.0% in dividends, and that is without the portfolio being in … [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]
Rutherford Portfolio Review (Tranche 3): 3 November 2023
It was a very bullish week in the US Equity markets with the SPX (S&P 500 Index) closing up 5 days in a row and ~6% higher than last week's close: We are now sitting at the top of the 1 SD boundary of the shorter-term downtrend channel and back … [Read more]
Bullish Percent Indicators: 3 November 2023
Based on Bullish Percent Indicator data this past week was an excellent one for U.S. Equities. This week was the time to be fully invested as all indexes and sectors moved up. … [Read more]
Einstein Sector BPI Portfolio Review: 3 November 2023
If you missed my Comment attached to the most recent BPI post, reference it now as there are a few BPI data changes due to the positive market movement over the past few days. This review of the Einstein will reflect these changes. The current … [Read more]
- « Previous Page
- 1
- …
- 103
- 104
- 105
- 106
- 107
- …
- 182
- Next Page »