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...]
Portfolio Performance Data: 24 February 2023
Thus far, February kicked the bullish air out of the January balloon. A few of the ITA portfolios managed to claw back into positive territory in January, only to fall back into the red in February. This information is based on the last 13.5 months … [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]
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