McClintock is a Sector BPI portfolio that has been operating under this management style for nearly 29 months. In this review we will check the performance over this period and look at how well it had done since 12/31/2021 or the launch date of the youngest ITA … [Read More...]
Bullish Percent Indicators: 2 May 2025
Market action over the past few days has been sufficient to push ITA portfolios to a higher level than they were on March 31, 2025. This recent push only elevates the Buffett Indicator and Shiller PE Ratio. Index BPI All indexes are currently … [Read more]
Buffett Indicator & Shiller PE Ratio
Canyonland National Park Over the last few weeks I've been setting Trailing Stop Loss Orders (TSLOs) for VTI, VOO, and SCHG when portfolios holding these securities come up for review. The tariff wars are causing market uncertainty, but tariffs are … [Read more]
Millikan Portfolio Review: 1 May 2025
Headline news this morning - "Trump's tariffs have left businesses in a 'state of near paralysis'." Advanced planning is nearly impossible do to an erratic administration that is in the hands of one person. A person who was not even able to make … [Read more]
McClintock Sector BPI Portfolio Review: 29 April 2025
McClintock is one of three portfolios managed using the Sector BPI model. The other two are the Carson and Franklin, named after Rachel and Rosalind respectively. During the recent market declines numerous sectors dropped into the oversold zone. … [Read more]
Bullish Percent Indicators: 17 April 2025
Most weeks there is so little market action among the major sectors and indexes that updating the Bullish Percent Indicator (BPI) data is unnecessary. Tariff uncertainty is roiling the markets to where updating is meaningful. The two tables below … [Read more]
Schrodinger Portfolio Review: 11 April 2025
Schrodinger is the gold standard when it comes to passive investing. This portfolio answers the question, "Who will manage the family portfolio when I die?" This style portfolio goes by several titles. The general classification is Robo Advisor … [Read more]
Bullish Percent Indicators: 11 April 2025
Based on the high volatility of the U.S. Equities market this week I thought it expedient to post the latest Bullish Percent Indicator (BPI) data. For those not familiar with BPI graphs, it is an entirely different way to plot price movements of … [Read more]
What Should I Do If I Sell My House or Come Into An Inheritance?
The answer to the above question of what to do with a sizable infusion of new cash has multiple answers. This blog lays out one path for individuals fortunate enough to be faced with this question. The following plan assumes one does not need this … [Read more]
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