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...]
Copernicus Portfolio Review: 25 September 2023
Copernicus continues to be the top performing portfolio since 12/31/2021 and it requires little investing knowledge. All the investor does is save and invest in U.S. Equities. The plan is to never sell - unless there is an emergency. … [Read more]
Rutherford Portfolio Review (Tranche 1): 22 September 2023
We finally got that inevitable breakout from the pendant pattern that has been setting up for a month or so - resulting in a 3% downside move in US equities over the past week and leaving us sitting at ~4300 in the SPX (S&P 500 Index) and at the … [Read more]
Schrodinger Portfolio Review: 23 September 2023
Schwab rarely re-balances their Intelligent Portfolios, of which Schrodinger is one. The computer model called for a few adjustments and these are included in the following review. Adding shares of MUB is one of the major changes that … [Read more]
Bullish Percent Indicators: 22 September 2023
Index BPI All seven indexes are bearish after a weak week for U.S. Equities. For the first time since last March all indexes are below the 50% bullish line. The question for investors using the Sector BPI Plus model is - did any new sectors drop … [Read more]
McClintock Portfolio Review: 22 September 2023
ITA Wealth Management blog has been "semi-dead" for a number of days as I've been on a road trip. Now that I am back, prepare for an unusual number of portfolio reviews in a relative short period of time. The update of the McClintock is the first. … [Read more]
Rutherford Portfolio Review (Tranche 4): 15 September 2023
It was a relatively quiet week in US equity markets with the SPX (S&P 500 Index) closing down slightly on the week after an end of week selloff on Friday: This still leaves us within the boundaries of the pendant pattern defined by uptrend and … [Read more]
Bullish Percent Indicators: 15 September 2023
While there are a few changes in the Bullish Percent Indicators this week it is unlikely any moves will impact the Sector BPI Plus portfolios. This assumes all the Buy and Sell orders are already in place. Index BPI The NASDAQ 100 and DJIA moved … [Read more]
Franklin Portfolio Review: 13 September 2023
Franklin is the Sector BPI Plus portfolio up for review this morning. No changes are anticipated as the three sectors calling for a Buy are already filled. Utilities (VPU) is actually over-subscribed. Cash is limited and I'll explain what I am … [Read more]
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