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...]
Einstein Portfolio Review: 22 March 2023
Einstein is one of two Relative Strength or Relative Momentum portfolios tracked here at ITA. Of all the various models it is this style that requires the most decisions and software to manage the portfolio. … [Read more]
Carson Portfolio Review: 21 March 2023
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
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]
Rutherford Portfolio Review (Tranche 5): 17 March 2023
It was a difficult week in the US equity markets with the SPX gaining ~1% in a volatile week of market action: We are at the bottom of a 2 SD short-term uptrend channel and close to the top of a 2 SD longer term downtrend channel. There is … [Read more]
Bullish Percent Indicators: 18 March 2023
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
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
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
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]
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