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Bohr Portfolio Update: 1 October 2026

Rebalancing continues within the Bohr portfolio as a number of asset classes are still out of balance to the low side.  I continue to hold a large percentage of short-term treasuries as there will be better buying opportunities in the future, unless the Shiller CAPE and Buffett Indicator ratios are providing false signals for the first time since 1950.  The Bohr has been a poor performer and will … [Read More...]

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Portfolio Management

Darwin 2026 Portfolio Review: 13 March 2026

US Equity markets continued their weakness, with investor concerns over political situations in the Middle East resulting in the SPX (S&P500 Index) closing ~ 1.5% lower than last week's close. This leaves us near the lower boundary of the tentative downtrend channel that I drew a couple of weeks ago: Compared to other major asset classes, US Equities came in at around the center of the pack … [Read More...]

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Bullish Percent Indicators: 27 October 2023

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Based on Bullish Percent Indicator data, we are in a bear market.  This despite a GDP growth rate of 4.9% in the third quarter.  Those of you managing a portfolio using the Sector BPI Plus model will find many opportunities this week as eight of the … [Read more]

Copernicus Portfolio Update: 25 October 2023

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Of all the portfolios tracked here on the ITA blog, Copernicus is the easiest to manage, next to the Schrodinger.  With the Schrodinger I do nothing except track the results as that portfolio is managed by a computer algorithm at Schwab.  The … [Read more]

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