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Bohr Portfolio Update: 1 October 2026

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...]

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Portfolio Management

Franklin Sector BPI Portfolio Review: 8 December 2023

This update of the Franklin will be short as only one change is in the offing and that has to do with a single sector (VHT).  More on this later.  The first thing I did before starting this review was to update all the sector Bullish Percent Indicators (BPI).  A complete BPI post will go up on this site tomorrow if not this afternoon.  I need to make sure StockCharts has updated all their Point … [Read More...]

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Bullish Percent Indicators: 28 April 2023

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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]

Franklin Sector BPI Plus Review: 26 April 2023

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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]

Einstein Portfolio Review: 24 April 2023

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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]

Bullish Percent Indicators: 21 April 2023

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Bullish Percent Indicators experienced few changes this week as it was a rather quiet period for U.S. Equities.  Several Sector BPI Plus portfolios are up for review this week so I'll be alert to any changes that might occur within the Sector BPI … [Read more]

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