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 Portfolio Review: 29 September 2023
Pauling is a portfolio with an identical investment quiver as the Huygens or when the Huygens is purged of CEFs. What is different between the two portfolios is the investing method where I am using the LRPC model with Huygens and the Buy-Hold-Sell … [Read more]
Huygens Portfolio Review: 29 September 2023
Huygens is the portfolio up for review this morning. If you checked the performance data published yesterday you will see that Huygens is one two portfolios not yet updated in September. The other is the Pauling and I will be working on it later … [Read more]
Portfolio Performance Data: 28 September 2023
Rather than wait for the third quarter to end and all dividends recorded, I decided to post this portfolio performance data table as there is new information contained in the following. Readers, particularly those new to ITA, need to understand how … [Read more]
Bethe Portfolio Review: 28 September 2023
As the third quarter comes to a close I am updating a few portfolios before 33 calendar days expire so as to record September data for all the risk ratios. Bethe, Huygens, and Pauling are the three remaining portfolios that need to be updated. … [Read more]
Kepler Portfolio Review: 28 September 2023
Unlike the recent Sector BPI portfolio updates, the Kepler is struggling to keep up with the SPY benchmark. Just last May the Kepler investment quiver was more complicated. Over the summer I've simplified the portfolio in hopes of closing the gap … [Read more]
Franklin Sector BPI Portfolio Update: 27 September 2023
Like the Carson, which I reviewed yesterday, the Franklin is one of six Sector BPI Plus portfolios. This investing model is rather new and unique to the ITA Wealth Management site. At least I've not found anything quite like it on the Internet. … [Read more]
Carson Sector BPI Portfolio Review: 26 September 2023
Before updating the Carson I checked to see if any new Bullish Percent Indicator (BPI) revelations emerged since the last update. No changes showed as Discretionary, Staples and Health remain in the oversold zone. As the oldest Sector BPI Plus … [Read more]
Bohr Portfolio Review: 25 September 2023
Bohr poses interesting investing decisions as the investing model for this portfolio is migrating toward the Sector BPI Plus style. What to do with all the Closed-End-Funds (CEFs) is the primary question, particularly as we are closing out the third … [Read more]
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