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...]
McClintock Portfolio Review: 4 April 2023
McClintock is one of two Dual Momentum™ portfolios tracked here at ITA. The other is the Pauling. Based on current data, we have a new recommendation this morning as the DM model recommends International Equities. To include Emerging Market … [Read more]
Rutherford Portfolio Review (Tranche 2): 31 March 2023
The first Quater of 2023 ended with US equities putting in a strong performance closing up over 3.6% from last week's close. Price is getting squeezed in that pendant zone between the 2 heavy yellow boundaries of the bearish and bullish trend … [Read more]
Bullish Percent Indicators: 31 March 2023
Bullish Percent Indicators ended the month of March on an uptick. Every major index and sector is bullish. Only Real Estate remains over-sold with 30% bullish. It appears as if we now are in a "quiet" period for Sector BPI management as cash is … [Read more]
Gauss Sector BPI Update: 31 March 2023
Updating the sector BPI data this morning revealed that only Real Estate remains in the over-sold zone. Sectors that were over-sold last weekend have since moved above the 30% bullish line. With little cash remaining in the Gauss coffer I squeezed … [Read more]
Millikan Sector BPI Portfolio Review: 30 March 2023
Millikan is one of four Sector BPI portfolios undergoing testing here at ITA. March has been a good month for the Millikan as readers will see in a moment. This month is the first time several sectors dropped into the over-sold zone and the … [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]
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