This morning it is time to update the McClintock portfolio, one of three Sector Bullish Percent Indicator (BPI) portfolios. Few changes occurred since the last review. When sector shares were sold I reinvested the cash in SCHO so as to increase dividends rather than let the cash remain dormant in the low interest bearing money market. McClintock Sector Holdings Below are the current holdings … [Read More...]
Carson Sector BPI Portfolio Update: 23 April 2026
Carson is one of three portfolios using the Sector BPI investing model. When I updated the March performance I noticed the monthly loss for the Carson was 1/10 the loss of several asset allocation portfolios. Just another reminder as to how well … [Read more]
Pauling Portfolio Review: 22 April 2026
Pauling is an asset allocation portfolio that is undergoing a few reallocation moves in order to improve performance while taking action to prepare for a market correction. The current low beta of 0.273 is an indicator as to how serious this … [Read more]
Portfolio Hedge: 20 April 2026
With last months hedge position expiring with a small $314 profit last Friday I need to make a decision as to whether to continue to hedge my portfolios or to leave them unhedged - since last month's hedge turned out to be unnecessary as US Equity … [Read more]
Einstein Asset Allocation Portfolio Review: 20 April 2026
Einstein is a basic asset allocation portfolio that is diversified all over the globe. VTI and RSP cover U.S. Equities while VEA and VWO are the international ETF exposures. This is one of several portfolios owned by an individual who has been … [Read more]
Dirac 2026 Portfolio Review: 17 April 2026
It was a bullish week in the US Equity Markets with the SPX (S&P 500 Index) gaining 4.6% on the week. There was also some sector rotation that required adjustments to the Dirac portfolio in an attempt to stay ahead of the broader market. Checking … [Read more]
Darwin 2026 Portfolio Review: 17 April 2026
It was another bullish week in US Equities with the SPX (S&P 500 Index) breaking strongly through the 7000 resistance level to new all-time highs: … [Read more]
Schrodinger Portfolio Update: 17 April 2026
Time once more to update the Schrodinger, a truly passive portfolio as the owner does nothing except add cash to the account. As the market moves higher the Schwab computers are standing pat and not purchasing additional shares despite increasing … [Read more]
Franklin Sector BPI Portfolio Review: 14 April 2026
Franklin is the Sector Bullish Percent Portfolio scheduled for a review this morning. This is one of three portfolio using the Sector BPI investing model. New readers to the ITA blog may find this management style of interest as it is showing to be … [Read more]
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