Kepler is the asset allocation portfolio scheduled for a review this morning. The current lineup of ETFs is only three months old so we have little data as to whether this new asset allocation mix will improve the historically poor performance of the Kepler. As currently constructed the portfolio will throw off approximately 4.0% in dividends, and that is without the portfolio being in … [Read More...]
Explaining the Hypothesis of the Sector BPI Model
Several months ago I conceived the idea of how one might use Bullish Percent Indicator (BPI) data to actively manage portfolios. Readers of this blog who have been involved with the stock market for any significant period of time know just how … [Read more]
Carson Portfolio Review: 26 December 2022
Since the stock market is closed on Monday, I'll update the Carson this morning and then see what the recommendations are for the various sectors when the Franklin is updated mid-week. The one change this week was the drop of Real Estate into the … [Read more]
Portfolio Performance: 22 December 2022
With this portfolio comparison data table a pattern is beginning to develop. It appears as if the better performing portfolios are those with long-range goals. That is the group at the top. Curie and Newton, if posted monthly, would also be in … [Read more]
What To Do If The Kipling Spreadsheet Becomes Inoperative?
ITA readers who are using the Kipling spreadsheet in any form are aware that Finance-Yahoo (Yahoo) once more altered their downloading codes so we cannot pull security prices into the spreadsheet. Fortunately we have a backup system from Tiingo. If … [Read more]
Carson BPI Model Portfolio: 19 December 2022
The primary reason for this Carson review is to continue to build a base of information for the BPI Model. Several links are provided at the bottom of this post for readers who are new to this unique investing approach. … [Read more]
Buying Guidelines For BPI Model Portfolios: 9 December 2022
BPI Model buying guidelines. Two of the sixteen portfolios I track here on the ITA blog are now managed using the Bullish Percent Indicator (BPI) Model. They are: Carson and Franklin. Thus far there have been few buying opportunities as the U.S. … [Read more]
ITA Portfolios: Breaking The Models Into Groups
Sixteen portfolios are currently under management at ITA Wealth Management. This does not include portfolios managed by Hedgehunter. This blog post explains to readers how the different portfolios are handled or managed. Each of the sixteen … [Read more]
Bohr Portfolio Review: 29 November 2022
Bohr is one of two major growth-income portfolios. The other is the Bethe. The growth comes from investing in VTI, VEA, and VWO. The income is generated from numerous Closed-End-Funds (CEFs). In the first screenshot below the CEFs have a light … [Read more]
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