Schrodinger is the Robo Advisor (RA) portfolio housed with Schwab. This computer managed portfolio is performing exceptionally well despite carrying between 7% and 8% cash at all times. I highly recommend a family include at least one RA portfolio as a means of portfolio diversification. … [Read More...]
Franklin Portfolio Review: 26 January 2023
Franklin is one of the newer Sector BPI portfolios having moved from the Dual Momentum™ model over to the Sector BPI model as I was not pleased with the DM performance. … [Read more]
Carson Portfolio Update: 25 January 2023
Readers interested or testing the Sector BPI Model will want to follow the review of the Carson, the oldest of this style of investing here at ITA. When I go through these portfolios I first check on the most recent Bullish Percent Indicator (BPI) … [Read more]
Bethe Portfolio Review: 24 January 2023
Bethe is the portfolio scheduled for review this morning. Bethe is one of the Growth-Income portfolios of which there are two. The other portfolio is the Bohr. As readers will see in a moment, the current quiver is populated with Closed-End-Funds … [Read more]
Gauss Portfolio Update: 23 January 2023
Gauss is the portfolio up for review this morning as I missed it last week. If you go back to last Friday's BPI blog post you will recall that there were no Buy or Purchase recommendations. Only Sell recommendations and those are: Energy, … [Read more]
Rutherford Portfolio Review (Tranche 2): 20 January 2023
It's the year of the Rabbit and we're hopping around tentatively trying to find a direction for the markets in 2023: I've updated the trend channels in the above figure, since these are somewhat discretionary, but it is not clear whether we are … [Read more]
Bullish Percent Indicators: 20 January 2023
Investors managing a Sector BPI model portfolio will find the data below of interest. On Monday I'll check in on the Carson and use this data to make any changes, if recommended. Follow along for more analysis. Index BPI The only major index … [Read more]
Millikan Portfolio Review: 20 January 2023
Millikan is one of the newest Sector BPI Model portfolios. As a result, you will see two "holdover" securities, VWO and VEA, still part of the portfolio. I have 3% TSLOs set for both ETFs so it likely will not be too long before both are sold out … [Read more]
Franklin Portfolio Review: 19 January 2023
Franklin shed 40 shares of Energy (VDE) this morning as the market plunged lower. In the following Sector BPI Model readers will see how well the Franklin is performing with respect to its benchmark. Tomorrow I will check in on another Sector BPI … [Read more]
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