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...]
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]
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]
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