The Bethe portfolio is rounding into shape based on the recommendations laid out at the bottom of this post. One change from the ChatGPT recommendation is that I am holding on to a 5% share or asset allocation of Real Estate (VNQ). Bethe Asset Allocation Holdings Below is the simplified holdings for the Bethe portfolio. VTIP and VTI are still well below the "in balance" percentages. Since … [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]
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]
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