Franklin is one of three Sector BPI portfolios tracked here on the ITA educational blog. Investors interested in this model should follow the Carson and McClintock portfolios as well as this one. In addition, when there is a Buy or Sell recommendation based on Point and Figure (PnF) data, I post the information on the Forum. Check the Forum on a regular bases for up-to-date information. No … [Read More...]
Kahneman-Tversky Portfolio Review: 7 July, 2023
The Kahneman-Tversky Portfolio is a simple Dual Momentum portfolio that invests in only one asset in each portion of a 2-split portfolio where the split is based on different look-back periods to measure Momentum. The Kahneman portion uses a single … [Read more]
Hawking Portfolio Review: 7 July 2023
The Hawking Portfolio is an "Income" portfolio built from Closed-End-Funds (CEFs) with distribution yields in excess of 8%. The portfolio needs very little maintenance other than to re-invest dividends so as to optimize geometric returns. Current … [Read more]
Darwin Portfolio Review: 7 July 2023
The Darwin Portfolio is an "all-weather" portfolio that requires few adjustments, based on risk parity, only when allocations get significantly out-of-line. The portfolio holds only 5 assets that may be adjusted for risk parity with an allocation to … [Read more]
Franklin Sector BPI Portfolio Update: 8 July 2023
As a followup to the BPI data posted earlier this morning, updating the Franklin will explain to ITA readers how one handles the sale of VNQ. Real Estate BPI data recommended selling all shares a few weeks ago. When the sell signal showed … [Read more]
Rutherford Portfolio Review (Tranche 2): 7 July 2023
After last week's pre-holiday fireworks the celebrations fizzed out after the holiday and US equities closed down ~1% lower than last week's close: Another re-test of the 4300 level would not surprise me - but then it's anyone's guess where we might … [Read more]
Bullish Percent Indicators: 7 July 2023
Based on Bullish Percent Indicators (BPI) the equities market this past week was flat to a trivial uptick. No new instructions for managing Sector BPI portfolios show up this week. With the prospect of two more 25 basis point increases in the … [Read more]
McClintock Portfolio Review: 7 July 2023
McClintock is the portfolio up for review this morning. Managed as a Dual Momentum portfolio in the past, I am making a few adjustments such as increasing the number of assets the portfolio can hold at any one time. This change should reduce … [Read more]
Millikan Sector BPI Portfolio Review: 5 July 2023
The Millikan portfolio is one of several Sector BPI Plus portfolio watched over here at ITA. While it is very early in July, the results are positive thus far, something not exactly expected for this time of year. As an aside, readers who enjoy … [Read more]
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