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Huygens Portfolio Review: 31 July 2026

Huygens is the asset allocation portfolio scheduled for review this morning.  Since I first started this blog shares of GLDM and IAU were sold and the money was reinvested in short-term treasuries, SCHO.  This move will lower the portfolio beta which in turn will elevate the Jensen Alpha value. Huygens Asset Allocation Model Limit orders are in place to purchase more shares of VTI and VYM.  … [Read More...]

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Portfolio Management

Huygens Portfolio Update: 2 March 2026

We begin the month of March with an update of the Huygens.  The asset allocation model is a combination of equities for growth and income ETFs to provide some resistance should we see a major market draw-down.  Below I will explain how I am using Trailing Stop Loss Orders (TSLOs) to reduce major losses. … [Read More...]

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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]

Huygens Portfolio Review: 15 March 2023

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Even though CEFs have taken quite a hit recently, the Huygens continues to outperform the S&P 500 and when last updated ranked in the top quartile of the 15 portfolios tracked here at ITA.  How is the portfolio surviving in this volatile market?  … [Read more]

Schrodinger Portfolio Review: 15 March 2023

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One of two reference portfolios is the Schrodinger.  The other is the Copernicus.  Were one to lose all spreadsheets and access to databases, these two different investing models would survive and serve the investor quite well.  As for the term … [Read more]

Millikan Portfolio Update: 14 March 2023

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While the Millikan portfolio is the one I'll review this morning, this blog post goes into more detail with respect to Bullish Percent Indication graphs and Point and Figure (PnF) graphs for individual sector ETFs.  There may be some confusion and I … [Read more]

Gauss Portfolio Review: 10 March 2023

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As pointed out in the Bullish Percent Indicator blog post earlier this morning, five of the eleven sectors are over-sold.  I've selected the Gauss to show how I plan to implement this information after the market opens Monday morning.  Next week I … [Read more]

Bullish Percent Indicators: 10 March 2023

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Collapse of the Silicon Valley Bank, continuation of high inflation, strong employment numbers, and the threat of default on the debt limit all rattled the stock market this week.  Two major indexes and four more sectors moved into the over-sold … [Read more]

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Portfolios coming up for review.  Millikan, McClintock, Huygens, Bohr, Schrodinger, Bethe, Franklin, and Pauling are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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