As we move towards the mid-term elections it is appropriate that we recognize the historical significance of the "Presidential Cycle": Thus, although most of us are very nervous that we are close to all-time highs in the SPX (S&P 500 Index), US Equities are up ~14% so far this year in a year that has historically been the weakest, averaging only 5%. Add to that the fact that the third year … [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]
Pauling Portfolio Review: 18 January 2023
Pauling is the Dual Momentum™ portfolio scheduled for an update this morning. Of all the portfolios tracked here at ITA, Pauling is the poorest performer when it comes to annualized Internal Rate of Return (IRR) results. As a result, I am changing … [Read more]
Einstein Portfolio Review: 17 January 2023
Einstein is the portfolio scheduled for review this morning. The Kepler and Einstein are the two remaining Relative Strength or Relative Momentum portfolios requiring an understanding of how the Kipling spreadsheet works. This analysis will take … [Read more]
Portfolio Summary: 16 January 2023
This blog post is a review for long-time members. New members may not be aware of the different investing models used here at ITA. The following list does not include the portfolios reported on by Hedgehunter. ITA Wealth Management Portfolios … [Read more]
Bullish Percent Indicators: 13 January 2023
Friday, the 13th of January, brings changes to those managing a Sector BPI portfolio. Energy, Financial, and Real Estate all moved into the over-bought zone this week. All major indexes are bullish. None of the indexes penetrated the over-bought … [Read more]
Gauss Portfolio Update: 13 January 2023
Gauss is the portfolio up for review this morning and we have the first Sell signal since setting up this Sector BPI portfolio. Follow along with the logic as to how well this might pan out for those using the Sector BPI model. … [Read more]
Franklin Portfolio Update: 12 January 2023
Updating the BPI sector data this morning I find all sector ETFs continue to reside between the 30% and 70% bullish zones although Energy (VDE) is approaching the 70% bullish zone. Another one or two good days and it will be necessary to place a 3% … [Read more]
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