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...]
Carson Sector BPI Plus Portfolio Review: 1 May 2023
Other than this being the first day of the month, this review or update of the Carson is an interesting one as Discretionary (VCR) was sufficiently close to a sale that I purged the Carson of this ETF. Telecom is still oversold so I added more … [Read more]
McClintock Dual Momentum Portfolio Review: 1 May 2023
McClintock is one of two Dual Momentum™ portfolios tracked here at ITA. Both DM portfolios (McClintock and Pauling) are under close observation due to declining performance as readers will see in a moment. Dual Momentum™ is an investing model based … [Read more]
Rutherford Portfolio Review (Tranche 1): 28 April 2023
A relatively uneventful week in US equites, despite the high day-to-day volatility, with the SPX (S&P 500 Index) up a little over 0.5% from last week's close: The index is still banging its head against the 50% retracement resistance zone that … [Read more]
Bullish Percent Indicators: 28 April 2023
Each week I post the latest Bullish Percent Indicator (BPI) information on seven large indexes and the eleven sectors that make up the S&P 500. Some of the data goes back as far as 2005 or three years before I began writing this blog. Since the … [Read more]
Millikan Sector BPI Portfolio Review: 27 April 2023
Recommendations for the Millikan are identical to what they were for the Franklin, published earlier this morning. With available cash, boost VOX up to 20% of the portfolio if possible. The ETF certainly made a nice gain today so any shares … [Read more]
Franklin Sector BPI Plus Review: 26 April 2023
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]
Pauling Dual Momentum Portfolio Review: 25 April 2023
Pauling, a Dual Momentum™ style portfolio, is the account up for review this morning. Either the model is deficient or I've not managed it well. The end result is that the Pauling is one of the worst performers tracked here at ITA. I will work … [Read more]
Einstein Portfolio Review: 24 April 2023
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]
- « Previous Page
- 1
- …
- 130
- 131
- 132
- 133
- 134
- …
- 182
- Next Page »