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...]
Carson Update: 31 December 2022
What changes if any are required of the Carson Sector BPI portfolio based on BPI data from last week? Follow the analysis below to see if any changes are required by the sector BPI rules. If you recall, only VDC and VGT are implicated or require … [Read more]
Schrodinger Update Launching 2023: 2 January 2023
The above photo represents 2022 as we put it to rest, but not forgotten. There are always lessons to be learned from troubled times. This morning I am updating the Schrodinger as it is my "portfolio reference." Since the Schrodinger is a Robo … [Read more]
Kahneman-Tversky Portfolio Review: 30 December, 2022
The Kahneman-Tversky Portfolio, that uses the simplest Dual Momentum (DM) model to select one asset from a basket of three, did not perform particularly well in 2022: closing down ~18.4% on the year. While this is slightly less than the ~20% drop in … [Read more]
How Bad Was 2022?: 31 December 2022
As investors we know 2022 was a poor year, particularly for stocks or equities. Just how bad was it? The following performance table lays out the painful news. One does need to remember that 2021 was a stellar year so we need to accept the bad … [Read more]
Bullish Percent Indcators: 30 December 2022
Pay particular attention to the second screenshot as that is where one finds the data to manage the Sector BPI portfolios. … [Read more]
Millikan Portfolio Review: 30 December 2022
The Millikan portfolio is one of the latest accounts to move from the Relative Strength management model over to the Sector BPI model. There are still a number of asset class equity holdings in the Millikan. I've set Trailing Stop Loss Orders … [Read more]
McClintock Portfolio Review: 29 December 2022
McClintock is the top performing Dual Momentum™ portfolio tracked here at ITA. The recommendation to remain in International Equities has not changed since last month. Instead of three securities I broadened the options to seven (7) although the … [Read more]
Carson Update: 27 December 2022
The Carson portfolio does not need an update. However, to continue to build a base for this new investment approach, I'm committed to keeping investors aware of what is going on with the Sector BPI Model portfolio. No changes are anticipated as the … [Read more]
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