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Einstein Portfolio Update: 14 July 2026

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...]

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Portfolio Management

Copernicus Portfolio Update: 18 September 2025

  The Copernicus has essentially operated as a passive portfolio.  Save and invest in broad market equity ETFs has been the philosophy up to this point.  With an overvalued stock market what is the next move?  I plan to swap SCHD with VYM and continue dollar-cost-averaging into equities.  Instead of buying at market or setting limit orders close to the current price, I will set limit … [Read More...]

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Pauling Dual Momentum Review: 24 March 2023

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Pauling is one of two remaining Dual Momentum™ portfolios.  Remaining in the sense that I moved two DM portfolios over to the Sector BPI model.   The other DM portfolio is the McClintock.  Of the seven (7) different investing models explained and … [Read more]

Carson Portfolio Review: 21 March 2023

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Welcome to the first full day of Spring.  To open up this season of the year I'll update the Carson.  For additional information on the Sector BPI investing model check out this Seeking Alpha article.  I've been paying considerable attention to the … [Read more]

Gauss Portfolio Update: 19 March 2023

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Most investors prefer to keep things simple, particularly if they are still working.  If the investing model requires a little thought individuals are likely to avoid using it.  While I don't know how many readers are using the different models … [Read more]

Bullish Percent Indicators: 18 March 2023

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This week the Bullish Percent Indicators produce interesting information as well as several anomalies.  If you are an investor interested or already using the Sector BPI model, there is new information for readers. Index BPI Friday's market action … [Read more]

Franklin Portfolio Review: 16 March 2023

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Franklin is one of four Sector BPI portfolios tracked here at ITA.  This is a unique investment model not found elsewhere to my knowledge.  If you are following the Sector BPI method the other three portfolios are:  Carson, Gauss, and Millikan. What … [Read more]

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