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McClintock Sector Asset Allocation Portfolio Update: 21 October 2026

It is somewhat unusual to find eight (8) of the eleven (11) sectors populating a Sector Bullish Percent Indicator (BPI) portfolio.  Such is the case with the McClintock this morning.  While the overall market is hovering at or near all-time highs, there is weakness within the general market and that is showing up within a number of sectors.  This is why 8 of the 11 sectors dropped into the … [Read More...]

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Portfolio Management

Kepler Portfolio Review: 23 February 2024

Normally I do not review individual portfolios on the weekend as markets are closed and if there are any manual risk adjustments advised they cannot be enacted until the market opens next week.  There are two reasons why the Kepler is reviewed this morning. The last review occurred early in February and I wanted to update the information before March arrives. I recently install a new … [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]

Bethe Portfolio Review: 24 October 2023

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A Bullish Percent Indicator (BPI) check this morning revealed two more sectors joined the oversold group.  They are:  Health and Industrial with Technology (VGT) rapping on the door to be let into the oversold group.  If Technology is included we … [Read more]

Huygens Portfolio Review: 23 October 2023

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Huygens is another portfolio in transition to the Sector BPI model.  The plan is to have all these moves well in the process by November 1.  The goal is to simplify the investment quiver as much as possible. Here are a two things I am looking for in … [Read more]

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