Einstein is entering its fourth month operating under a new asset allocation mix of ETFs. The revised allocation is designed to withstand a major equity draw-down. Here is information on the first three months of operation. June: Loss of 0.92 percent (-0.92%) July: Gain of 1.54 percent (1.54%) August: Gain of 1.58 percent (1.58%) As readers you will see that the portfolio is … [Read More...]
Bullish Percent Indicators: 24 February 2023
Bullish Percent Indicators are ending February in a downward trend. All major indexes are bearish, yet none are in the over-sold zone. We need to check on Sectors to pick up an over-sold condition. Just a short word regarding the above … [Read more]
Franklin Portfolio Review: 23 February 2023
Looking back eight or nine months ago the Franklin was trailing its benchmark (AOA). Since that time the Franklin has pulled ahead of the benchmark, partially due to moving from the Dual Momentum™ model to the Sector BPI model. Will this trend … [Read more]
Millikan Portfolio Review: 22 February 2023
Millikan is the Sector BPI portfolio up for review today. If you will recall the BPI data from last week, Utilities (VPU) was found to be in the over-sold zone or below the 30% bullish mark. Energy (VDE) was so close to over-sold that I considered … [Read more]
Pauling Portfolio Review: 21 February 2023
When the Portfolio Performance table was last updated on February 10, 2023, the Pauling portfolio nailed down position #15 in every column. In other words, this is the worst performing portfolio of the fifteen I track here on the ITA site. Pauling … [Read more]
Bethe Portfolio Review: 21 February 2023
Bethe is one of two growth-income portfolios. The other is the Bohr. Bethe experienced a nice upward bump of over 9.0% in January, but has since fallen off slightly. With portfolios that have any emphasis on income, we always look forward to the … [Read more]
Rutherford Portfolio Review (Tranche 1): 17 February 2023
My apologies for not posting a Tranche 5 review last week but adjustments were made as reported below. Now that I am back from my travels, with reliable internet connections, I will get back to my regular posting schedules. US equities closed … [Read more]
Carson Portfolio Review: 20 February 2023
Earlier this morning I posted BPI data and that information will impact the four Sector BPI portfolios, the Carson being one. This review will lay out the process I go through when working with a Sector BPI portfolio. From the BPI data we found two … [Read more]
Bullish Percent Indicators: 17 February 2023
Bullish Percent Indicator data has not generated any purchase signals since late last December. Data this week is different as we have one definite purchase and a second that is so close I'm calling it a Buy. I've been eager for this day as it is … [Read more]
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