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...]
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]
Pauling Dual Momentum Review: 24 March 2023
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]
Franklin Sector BPI Portfolio Review: 23 March 2023
The Franklin portfolio is one of four Sector BPI accounts I'm tracking here at ITA Wealth Management. Moments ago I updated the sector section of the BPI spreadsheet and found only three sectors are currently positioned in the over-sold zone. Those … [Read more]
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