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...]
Copernicus Portfolio Review: 17 October 2023
Copernicus is the portfolio up for review this morning. If you have been reading the ITA blog for any length of time you are well aware of the simple investing philosophy behind the Copernicus. Save, invest in U.S. Equities and forget. Ride out … [Read more]
Carson Sector BPI Portfolio Update: 16 October 2023
The Carson is the oldest Sector BPI portfolios and one of the better performers tracked here on the ITA blog. The current condition is going to be one to watch as it will be a good test to see if the Sector BPI model can outperform the S&P 500. … [Read more]
Rutherford Portfolio Review (Tranche 4): 13 October 2023
The week started with a continuation of the recovery bounce that we saw at the end of last week - but this was to be negated on Thursday and Friday with the earlier gains being given back and US equities closing the week only ~0.25% higher than last … [Read more]
Bohr Sector BPI Portfolio Review: 13 October 2023
Bohr is currently classified as a Sector BPI Plus portfolio, but it is still in transition from a Growth and Income portfolio. This portfolio continues to hold a number of Closed-End-Funds (CEFs). Now that the third quarter dividends are in I'll be … [Read more]
McClintock Portfolio Review: 13 October 2023
McClintock is one of several Relative Strength portfolios where a limited number of ETFs form the investment quiver. The security options focus on U.S. Equities, Developed International Equities, Emerging Market Equities, and Bonds. The Kipling … [Read more]
Bullish Percent Indicators: 13 October 2023
Based on Bullish Percent Indicator data this past week was a good week for U.S. Equities. I would not classify it as excellent, but at least there were positive moves in all the major indexes and one sector (Materials) moved out of the oversold … [Read more]
Gauss Portfolio Review: 10 October 2023
Gauss is one of six Sector BPI Plus portfolios managed here at ITA. Recent additions to this investing model are: Bohr and Bethe. Since the beginning of this year the Gauss reversed the Jensen trend from negative to positive and it continues to … [Read more]
Rutherford Portfolio Review (Tranche 3): 6 October 2023
We started the week with a continuation of the recent bearish trend and a test of the 4200 support level in the SPX, but Friday's strong bounce led to a ~0.25% higher close from last week's close.: However we are now re-testing the 4300 level - at … [Read more]
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