What to do with a poor performing portfolio? Advice to the owner of the Einstein is to continue to add money to the portfolio and work toward keeping the various asset class close to target. Instead of concentrating on the Internal Rate of Return, focus on the Jensen Alpha and Information Ratio. Einstein Security Holdings The asset allocation model is set up to resist a market draw-down. It … [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]
McClintock Dual Momentum Portfolio Review: 1 May 2023
McClintock is one of two Dual Momentum™ portfolios tracked here at ITA. Both DM portfolios (McClintock and Pauling) are under close observation due to declining performance as readers will see in a moment. Dual Momentum™ is an investing model based … [Read more]
Rutherford Portfolio Review (Tranche 1): 28 April 2023
A relatively uneventful week in US equites, despite the high day-to-day volatility, with the SPX (S&P 500 Index) up a little over 0.5% from last week's close: The index is still banging its head against the 50% retracement resistance zone that … [Read more]
Bullish Percent Indicators: 28 April 2023
Each week I post the latest Bullish Percent Indicator (BPI) information on seven large indexes and the eleven sectors that make up the S&P 500. Some of the data goes back as far as 2005 or three years before I began writing this blog. Since the … [Read more]
Millikan Sector BPI Portfolio Review: 27 April 2023
Recommendations for the Millikan are identical to what they were for the Franklin, published earlier this morning. With available cash, boost VOX up to 20% of the portfolio if possible. The ETF certainly made a nice gain today so any shares … [Read more]
Franklin Sector BPI Plus Review: 26 April 2023
Franklin is the Sector BPI portfolio scheduled for review this morning and each time I update one of these portfolios a new wrinkle comes to the fore. This review required a special decision since Telecom (VOX) moved into the oversold zone and there … [Read more]
- « Previous Page
- 1
- …
- 125
- 126
- 127
- 128
- 129
- …
- 178
- Next Page »