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...]
Bohr Portfolio Review: 12 May 2023
Before proceeding with the Bohr portfolio review, Lifetime readers need to know we have a replacement for the ITA file. Harry Stevens cleaned up the existing problem. Check the Forum for more information. Lifetime members also received an e-mail … [Read more]
Darwin Portfolio Review: 5 May 2023
Adjustments to the Darwin Portfolio are not rigorously scheduled since they are designed to maintain Risk Parity, are usually minor, and I prefer to keep trading costs to a minimum. Here's how the Portfolio has performed since I changed to a 3% per … [Read more]
Gauss Sector BPI Portfolio Review: 8 May 2023
Before delving into the Gauss review I need to inform readers that downloading data into the Kipling is incomplete. ETF descriptions are missing as is dividend yield percentages. If your Kipling SS is not filling in all the data, you are not … [Read more]
Portfolio Performance Comparisons: 5 May 2023
It has been a month since I last posted portfolio performance data. Since early April all the portfolios improved slightly, but still retain the effects of a poor equities market in 2022. The launch date of 1/2/2022 is selected so as to incorporate … [Read more]
Rutherford Portfolio Review (Tranche 2): 5 May 2023
It was another relatively uneventful week in US Equities with the SPX (S&P 500 Index) continuing to bang it's head against resistance at ~4150 and closing down slightly from last week's close: It is still not clear where we go from here but … [Read more]
Schrodinger Portfolio Review: 4 May 2023
It is rare for the Schwab computer to rebalance the Schrodinger portfolio, but that is exactly what happened last month. Go to this link and toggle back and forth between this morning's investment quiver and last month to see the difference. The … [Read more]
Copernicus Portfolio Review: 3 May 2023
Based on yesterday's market decline, today seemed like a good time to check in on the Copernicus as this portfolio is constructed only of U.S. Equities. The philosophy behind the Copernicus is to save and invest. Never sell unless there is an … [Read more]
Carson Sector BPI Plus Portfolio Review: 1 May 2023
Other than this being the first day of the month, this review or update of the Carson is an interesting one as Discretionary (VCR) was sufficiently close to a sale that I purged the Carson of this ETF. Telecom is still oversold so I added more … [Read more]
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