As I posted in the Forum last weekend, Real Estate dropped into the oversold zone with a 30% bullish signal. This morning I purchased shares of VNQ for all three Sector BPI portfolios, Franklin being one of the three. The Sector BPI portfolios now hold shares in six of the eleven sectors. Since I have been managing portfolios with the Sector BPI approach it is rare to see this many sectors in … [Read More...]
Portfolio Hedge: 27 March 2026
On 24 March I added the following comment to my Portfolio Hedging Post of 20 March (https://itawealth.com/portfolio-hedging/): "With the drop in the SPX I have added another risk reversal to my hedge position by buying the 6400/6395 Put Spread and … [Read more]
Carson Sector BPI Portfolio Review: 25 March 2026
Carson is the oldest Sector BPI portfolio, now in operation for approximately 3.5 years. We are beginning to build a historical base for this investing model. Four sectors are currently residing in the oversold zone while two others are very close … [Read more]
Einstein Portfolio Review: 24 March 2006
Einstein is the portfolio up for review. Einstein continues to be one of the poorest performing portfolios as the owner is funding graduate education resulting in money moving out of the portfolio at critical times. … [Read more]
Schrodinger Robo Advisor Portfolio Review: 23 March 2026
Passive is the name of the game with the Schrodinger portfolio. This computer managed portfolio is housed at Schwab and is known as an "Intelligent Portfolio." Thus far it has been quite intelligent. The update of prices are not reflected in the … [Read more]
Dirac 2026 Portfolio Review: 20 March 2026
The Dirac Portfolio is a US-only Equity Portfolio with no diversification outside of this market/asset class. The objective of the portfolio is to outperform the broader market, as represented by SPY (ETF tracking the S&P 500 Index), by rotating … [Read more]
Darwin 2026 Portfolio Review: 20 March 2026
It was a rough week all around with US Equities (as represented by the SPX - S&P 500 Index) closing down ~ 1.8% on the week: … [Read more]
Franklin Sector BPI Portfolio Review: 20 March 2026
Recent market declines kicked several sectors into the oversold zone. The Franklin ETFs impacted are: VCR, VDC, VFH, VHT, VIS, and VOX. When I ran the Bullish Percent Indicator (BPI) numbers before the market opened, Industrial registered 31.64 … [Read more]
Bohr Portfolio Update: 17 March 2026
This is a special blog post for two reasons. The new asset allocation for the Bohr is designed to resist the coming recession. Check the low beta value. At the bottom of the page is the most coherent explanation of why current withdrawal … [Read more]
- « Previous Page
- 1
- …
- 17
- 18
- 19
- 20
- 21
- …
- 184
- Next Page »