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...]
Gauss Sector BPI Update: 31 March 2023
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]
Millikan Sector BPI Portfolio Review: 30 March 2023
Millikan is one of four Sector BPI portfolios undergoing testing here at ITA. March has been a good month for the Millikan as readers will see in a moment. This month is the first time several sectors dropped into the over-sold zone and the … [Read more]
Schrodinger Robo Advisor Portfolio Update: 29 March 2023
The Schrodinger is a portfolio for all seasons. Individuals preparing for retirement, and this applies to young folks in their 20s, would do well to take a close look at this Robo Advisor computer managed portfolio. If one is still … [Read more]
Bethe Portfolio Review: 28 March 2023
Investors seeking income and growth will find Bethe and Bohr the two portfolios to follow. This morning I will update the Bethe. If one seeks only income, then Huygens is the portfolio of interest. … [Read more]
Copernicus All Seasons Portfolio Review: 27 March 2023
While I'm a few days early updating the Copernicus, I need to insert this analysis into the mix for several reasons - new readers at the top of the list. Before anyone is overwhelmed with the various management tools, pay attention to this passively … [Read more]
Carson Sector BPI Portfolio Update: 27 March 2023
Carson is the original Sector BPI portfolio here at ITA and one to watch as this experimental model moves forward. Last week the annualized Internal Rate of Return (IRR) moved back into positive territory, only to slip back into negative territory … [Read more]
Rutherford Portfolio Review (Tranche 1): 24 March 2023
Despite the negative reaction and high volatility following Wednesday's Fed announcements the SPX (S&P 500 Equity Index) managed to close the week a little over 1% higher from last week's close: However price is still sitting at the top of a 2 … [Read more]
Bullish Percent Indicators: 24 March 2023
Publication of Bullish Percent Indicator (BPI) data is a nearly weekly event. This data is particularly important now that four ITA portfolios are managed using information from the second screenshot or the Sector Point and Figure (PnF) data table. … [Read more]
- « Previous Page
- 1
- …
- 130
- 131
- 132
- 133
- 134
- …
- 178
- Next Page »