As we move towards the mid-term elections it is appropriate that we recognize the historical significance of the "Presidential Cycle": Thus, although most of us are very nervous that we are close to all-time highs in the SPX (S&P 500 Index), US Equities are up ~14% so far this year in a year that has historically been the weakest, averaging only 5%. Add to that the fact that the third year … [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]
Bullish Percent Indicator Data: 6 October 2023
Based on Bullish Percent Indicator (BPI) data we still seem mired in the "Dog Days of Summer." The BPI graphs would look even worse if it were not for the strong day on Friday. As readers will see in a moment, the Friday rebound was confined … [Read more]
Schrodinger Portfolio Update: 6 October 2023
Yesterday I received notification from Schwab that the Intelligent Portfolio had been rebalanced. Since this is a rather infrequent event I decided to update the Schrodinger to see what changes occurred. There are a number changes and one would … [Read more]
Einstein Portfolio Review: 6 October 2023
The Einstein portfolio is one of five Relative Strength portfolios tracked here at ITA. There are some differences in the settings of the different portfolios which influence decisions. For example, with the Einstein I am taking the long view in … [Read more]
Pauling Portfolio Review: 5 October 2023
Pauling is the portfolio scheduled for review this morning and it is one of the poorest performing accounts tracked here at ITA. Last spring or summer I altered the investing model. To see if the change is having an impact on the return/risk ratio, … [Read more]
Bethe Portfolio Review: 4 October 2023
Bethe is a relative new Sector BPI Plus portfolio. Formerly a Growth and Income portfolio this portfolio still holds three Closed-End-Funds. Limit orders are in place to sell all shares of the CEFs which will free cash to populate to their fullest … [Read more]
Carson Sector BPI Portfolio Update: 3 October 2023
Carson is the Sector BPI Plus portfolio up for review this morning. Real Estate is still in the oversold zone and thus far the Carson is not holding any shares of VNQ. There is insufficient cash to build VNQ up to the recommended 9.7% level so I … [Read more]
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