Kepler is the asset allocation portfolio scheduled for a review this morning. The current lineup of ETFs is only three months old so we have little data as to whether this new asset allocation mix will improve the historically poor performance of the Kepler. As currently constructed the portfolio will throw off approximately 4.0% in dividends, and that is without the portfolio being in … [Read More...]
Tweaking Sector BPI Plus Model: 20 May 2023
Second to the Copernicus investing model, the Sector BPI Plus model ranks highest based on performance or Internal Rate of Return (IRR). When last reported, the Carson carried the least amount of risk and the other Sector BPI portfolios were not far … [Read more]
Rutherford Portfolio Review (Tranche 4): 19 May 2023
US equities showed strong performance over the past week - particularly in the last 2 days: and price seems to be moving nicely in the uptrend channel that began last October. However, although we seem to be through the 50% retracement line at ~4150 … [Read more]
Bullish Percent Indicators: 19 May 2023
Weeks go by before the Bullish Percent Indicator (BPI) data tables indicate new useful information. This is most likely one of those weeks unless one already holds Technology in the portfolio. More on this later. For new readers, we use BPI to … [Read more]
Huygens Income Portfolio Reviewed: 19 May 2023
Huygens is the income oriented portfolio up for review this morning. Since dividends play such an important role in this style portfolio, it is best to use this approach with tax deferred accounts. … [Read more]
Pauling Dual Momentum Portfolio Review: 18 May 2023
In contrast to the Copernicus the Pauling Dual Momentum™ portfolio requires a little more work to manage. Since decisions are required there is a greater probability of messing up the portfolio, thus reducing returns. Is the model weak or are lack … [Read more]
Copernicus Buy & Hold Portfolio Review: 18 May 2023
Copernicus is the only Buy & Hold portfolio managed here on the ITA blog site. Diversification comes from holding hundreds of companies in the United States. If one prefers to further diversify this portfolio one would add International … [Read more]
Gauss Sector BPI Portfolio Review: 17 May 2023
Gauss is the Sector BPI portfolio I am moving forward for a review in preparation should the U.S. default on its debt. While there is progress, a clean debt limit increase seems unlikely. In this review of the Gauss I'll explain a few minor changes … [Read more]
Millikan Sector BPI Portfolio Review: 17 May 2023
Millikan is another Sector BPI Plus portfolio in review as I'm working my way though all the portfolios before the first of June. In these latest updates I'm attempting to set each portfolio up to weather the possibility of a default on the national … [Read more]
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