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Huygens Portfolio Review: 31 July 2026

Huygens is the asset allocation portfolio scheduled for review this morning.  Since I first started this blog shares of GLDM and IAU were sold and the money was reinvested in short-term treasuries, SCHO.  This move will lower the portfolio beta which in turn will elevate the Jensen Alpha value. Huygens Asset Allocation Model Limit orders are in place to purchase more shares of VTI and VYM.  … [Read More...]

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Kepler Sector BPI Portfolio Review: 26 December 2023

Kepler is another portfolio that made the transition from a Relative Strength investing model over to the Sector BPI investing model in the last few months.  Therefore, pay more attention to trends rather than the absolute performance results.  This also applies to other portfolios that are in the process of making the transitions to the Sector BPI model. We need a few Buy and Sell cycles to give … [Read More...]

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Franklin Sector BPI Plus Review: 26 April 2023

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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]

Einstein Portfolio Review: 24 April 2023

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Einstein, one of two Relative Strength investing models tracked here on ITA, is up for review this morning.  Nearly 60% of the portfolio is in cash so decisions as to what to do with this large amount is on the table.  I'm not in a hurry to invest in … [Read more]

Bullish Percent Indicators: 21 April 2023

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Bullish Percent Indicators experienced few changes this week as it was a rather quiet period for U.S. Equities.  Several Sector BPI Plus portfolios are up for review this week so I'll be alert to any changes that might occur within the Sector BPI … [Read more]

Gauss Portfolio Update: 19 April 2023

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The Gauss Portfolio is one of four Sector BPI portfolios or what might be better classified as a Sector BPI Plus portfolio as I've added two layers of ETFs in order to patch a potential weakness in the original Sector BPI hypothesis.  More on this … [Read more]

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Portfolios coming up for review.  Millikan, McClintock, Huygens, Bohr, Schrodinger, Bethe, Franklin, and Pauling are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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