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Bethe Portfolio Redesigned: 9 July 2026

Bethe is one of the more interesting portfolios to track as it is undergoing a transformation when it comes to the asset allocation mix.  What I am doing with this portfolio is setting up a group of ETFs that are designed to resist the coming market correction, recession, or what is commonly known as Financial Repression. Using ChatGPT I made the following request to create a specific portfolio.  … [Read More...]

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Portfolio Management

Einstein Sector BPI Portfolio Review: 9 April 2024

Einstein is the Sector BPI portfolio up for review this morning.  When updating a portfolio I check on the earnings for SHV as that value or percentage impacts the Jensen Performance Index.  The yield is up from 4.81% to 4.95% which places downward pressure on the Jensen. The owner of the Einstein will need to withdraw cash this year and that is the primary reason for carrying such a high … [Read More...]

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Copernicus Portfolio Review: 6 April 2023

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Copernicus is the passively managed portfolio up for review this morning.  This portfolio is easy to manage and update and it happens to be one of the more successful portfolios tracked here at ITA.  As readers will recall, the Copernicus is … [Read more]

McClintock Portfolio Review: 4 April 2023

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McClintock is one of two Dual Momentum™ portfolios tracked here at ITA.  The other is the Pauling.  Based on current data, we have a new recommendation this morning as the DM model recommends International Equities.  To include Emerging Market … [Read more]

Bullish Percent Indicators: 31 March 2023

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Bullish Percent Indicators ended the month of March on an uptick.  Every major index and sector is bullish.  Only Real Estate remains over-sold with 30% bullish.  It appears as if we now are in a "quiet" period for Sector BPI management as cash is … [Read more]

Gauss Sector BPI Update: 31 March 2023

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Updating the sector BPI data this morning revealed that only Real Estate remains in the over-sold zone.  Sectors that were over-sold last weekend have since moved above the 30% bullish line.  With little cash remaining in the Gauss coffer I squeezed … [Read more]

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