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Bohr Portfolio Update: 1 October 2026

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...]

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Portfolio Management

Millikan Sector BPI Portfolio Review: 30 March 2023

Millikan is one of four Sector BPI portfolios undergoing testing here at ITA.  March has been a good month for the Millikan as readers will see in a moment.  This month is the first time several sectors dropped into the over-sold zone and the recovery has been positive.  In the short term the Sector BPI hypothesis is working.  More testing is definitely required. … [Read More...]

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Schrodinger Portfolio Review: 11 August 2023

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Since the Schrodinger is computer managed and therefore on "automatic pilot" as far as the owner is concerned, updating this portfolio can occur at anytime.  Now that we are close to the middle of August, I want to bring all portfolios last updated … [Read more]

Bullish Percent Indicators: 11 August 2023

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There are few surprises within the Bullish Percent Indicators this week.  If your intuition is telling you this was not a particularly good week for stocks, you are correct.  Large-cap stocks held up rather well as you can see from the two Dow … [Read more]

Copernicus Portfolio Review: 11 August 2023

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Copernicus is a portfolio designed to keep pace with the S&P 500.  The goal of this portfolio is to use dollar-cost-averaging by purchasing U.S. Equities during good and bad times while never selling unless there is no other choice.  Thus far, … [Read more]

Hawking Portfolio Review: 4 August 2023

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The Hawking Portfolio is a "Buy-and Hold" Income generating portfolio built using Closed End Funds (CEFs) with high distributions. Usually, the only action required is to re-invest the dividends received so as to promote geometric growth. Current … [Read more]

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