Einstein is entering its fourth month operating under a new asset allocation mix of ETFs. The revised allocation is designed to withstand a major equity draw-down. Here is information on the first three months of operation. June: Loss of 0.92 percent (-0.92%) July: Gain of 1.54 percent (1.54%) August: Gain of 1.58 percent (1.58%) As readers you will see that the portfolio is … [Read More...]
ITA Portfolio Performance Comparisons: 16 June 2023
The following table includes ITA portfolio performance data as of June 16th. Since the last update the portfolios have shown improved IRR values, while the S&P 500 took an even larger leap forward. I'll point out a few things to keep in mind as … [Read more]
Rutherford Portfolio Review (Tranche 3): 16 June 2023
Another bullish week in US Equities with the SPX continuing it's move within the uptrend channel and sitting at the upper 1 SD boundary - where we may see some resistance: This week's performance in US equities placed pretty near the top of the list … [Read more]
Franklin Sector BPI Plus Review: 17 June 2023
Next week is going to be a heavy week for portfolio reviews. See the middle bottom footer. To gain a head start I'll begin with an update of the Franklin as little action is required. ITA readers will recall that the Franklin began as a Dual … [Read more]
Bullish Percent Indicators: 16 June 2023
Bullish Percent Indicators (BPI) for this week will bring changes in a few Sector BPI Plus portfolios as the Industrial sector moved into the overbought zone. A Trailing Stop Loss Order is called for if you are holding either VIS or IYJ in the … [Read more]
Kepler Portfolio Review: 15 June 2023
Kepler is the portfolio up for review this morning and major changes are in the making as readers will see in a moment. I'm reworking the Investment Quiver for both the Kepler and Einstein in hopes of improving the return for the risk taken. The … [Read more]
Kepler Portfolio Review: 12 June 2023
Kepler is one of the few portfolios scheduled for review this week. When a portfolio ranks at the bottom of the list when it comes to the return/risk ratio, it is time to make a change. Readers will see the investment quiver shrink to a few basic … [Read more]
Gauss Sector BPI Portfolio Update: 10 June 2023
As mentioned in the Bullish Percent Indicator data update this morning, I discussed the possibility of "tweaking" one or more of the Sector BPI Plus portfolios. This blog post walks readers through such a "tweak." While the change is minor, … [Read more]
Rutherford Portfolio Review (Tranche 2): 9 June 2023
US equities continued to confirm their bullish trend over the past week although they could not close above the 4300 mark: 4300 is the 61.8% Fibonnaci retracement level from the October 2022 lows to the prior January 2022 all-time high. It is also a … [Read more]
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