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...]
Gauss Sector BPI Plus Portfolio Review: 20 June 2023
Gauss is another Sector BPI Plus portfolio (one of four) so the analysis of this account follows the same logic laid out in the Carson blog posted yesterday. As you will recall, two sectors are overbought and they are: Technology and Industrial. I … [Read more]
Carson Sector BPI Plus Portfolio Review: 19 June 2023
Opening a busy week of portfolio reviews I figured the Carson would not need much attention as the Bullish Percent Indicator data last Saturday called for a TSLO to be placed on VIS and that would be it. This morning I found that the owner of the … [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]
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