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Bohr Portfolio Update: 1 October 2026

Rebalancing continues within the Bohr portfolio as a number of asset classes are still out of balance to the low side.  I continue to hold a large percentage of short-term treasuries as there will be better buying opportunities in the future, unless the Shiller CAPE and Buffett Indicator ratios are providing false signals for the first time since 1950.  The Bohr has been a poor performer and will … [Read More...]

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Portfolio Management

Schrodinger Portfolio Review: 20 June 2025

Welcome to the Summer of 2025.  Since computers make all decisions related to the Schrodinger, the weekend is an appropriate time to update this portfolio.  Since the last review no changes were made other than to pick up a few dividends.  In the next Schrodinger portfolio review second quarter dividends will appear and the hope is the Schwab computers will being to invest some of the available … [Read More...]

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Millikan Portfolio Update: 10 January 2023

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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]

Huygens Portfolio Review: 9 January 2023

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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

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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

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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

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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]

Gauss Portfolio Update: 6 January 2023

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Gauss, a former Relative Momentum portfolio, is the Sector BPI Model account up for review or update this morning.  When I update a Sector BPI portfolio I collect the most recent Bullish Percent Indicator data possible.  That was very important this … [Read more]

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