Franklin is one of three Sector BPI portfolios tracked here on the ITA educational blog. Investors interested in this model should follow the Carson and McClintock portfolios as well as this one. In addition, when there is a Buy or Sell recommendation based on Point and Figure (PnF) data, I post the information on the Forum. Check the Forum on a regular bases for up-to-date information. No … [Read More...]
Schrodinger Portfolio Review: 11 January 2023
Looking for a passive portfolio where you do nothing but save? The Schrodinger is the portfolio for you. Schwab calls these "Intelligent Portfolios." I refer to them as Robo Advisor portfolios as they are managed by computer. The owner of the … [Read more]
Hawking Portfolio Review: 10 January, 2023
The Hawking Portfolio is a Buy-and-Hold "Income" Portfolio built from Closed-End-Funds (CEFs) paying high yields (>8%) and, generally, selling at a discount (at least at the time of purchase). The composition of the current portfolio looks like … [Read more]
Millikan Portfolio Update: 10 January 2023
Millikan, one of four Sector BPI portfolios, is the model up for review this morning. This portfolio previously was managed using the BHS/Relative Momentum model and was not performing as expected. I just checked and it ranked #14 based on IRR data … [Read more]
Kahneman-Tversky Portfolio Review: 9 January, 2023
We start off the New Year with the following picture of performance for the Kahneman-Tversky (K-T) Portfolio through 2022: The portfolio showed less volatility than the benchmark AOR Fund but returns were slightly lower with a ~16% draw-down on the … [Read more]
Huygens Portfolio Review: 9 January 2023
Huygens is one of the income portfolios that is constructed around Closed-End-Funds. It is best to use this approach with tax deferred accounts as much of the growth is tied to dividends. This is a relative new investing model here at ITA and as … [Read more]
Darwin Portfolio Review: 6 January 2023
The Darwin Portfolio is a relatively inert portfolio in that all assets in the portfolio quiver are held continuously (Buy-and-Hold) in allocations designed to keep the risk from each asset at defined levels as calculated from volatility measurements … [Read more]
Carson Portfolio Review: 9 January 2023
With no Bullish Percent Indicators positioned in either the over-bought or over-sold zones, I could have skipped this update of the Carson. No changes are required at this time. There is one change in the Sector BPI model that I'll explain in a … [Read more]
Bullish Percent Indicators: 6 January 2023
Bullish Percent Indicators for this first week in January indicate no sectors are over-sold. Technology move above the 30% bullish line yesterday as it was the lone over-sold sector on Thursday. If you are managing a Sector BPI portfolio and using … [Read more]
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