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...]
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]
Kepler Review: 16 May 2023
Kepler is one of two Relative Strength portfolio tracked here at ITA. The other is the Einstein. Kepler currently holds considerable cash and with the imminent debt default close at hand I want to reduce portfolio risk. In this analysis I'll walk … [Read more]
Testing the Sector BPI Investing Model: Carson Update – 15 May 2023
Carson is one of four Sector BPI Plus portfolios and is the oldest among this management style. Each review we add a bit more historical data to this unique management model. In the following analysis I attempt to explain clearly how the Sector BPI … [Read more]
McClintock Portfolio Review: 13 May 2023
McClintock, one of two Dual Momentum™ portfolios remains under close scrutiny. I'm paying close attention to return vs. benchmark and what kind of risk is involved to achieve the return. I assume most readers are familiar with the DM investing … [Read more]
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