About four or five years ago I was managing the Kepler portfolio using a Relative Strength model. That model turned out to be a mistake. More recently I switched to an asset allocation model or an investing approach I have used with a number of portfolios for years. Around the turn of the century William J. Bernstein came out with a book titled, The Intelligent Asset Allocator. This book … [Read More...]
Einstein Portfolio Update: 30 January 2026
Einstein is the portfolio scheduled for review this morning. The asset allocation mix is set so from this point going forward all that is required is to keep the various asset classes as close to the target percentage as possible. The goal is to … [Read more]
Schrodinger Portfolio Review: 29 January 2026
The question, "Who will manage the family portfolio when I die?" gave rise to research into Robo Advisor services. I looked into numerous services several years ago and actually invested money with several brokers to test their services. … [Read more]
Franklin Sector BPI Update: 28 January 2026
As with the Carson reviewed earlier this week, no changes are in store for the Franklin Sector BPI portfolio. No sectors are in the oversold zone as we continue this bull market move. Sectors in the overbought zone (70% bullish and higher) have … [Read more]
Millikan Portfolio Review: 27 January 2026
The Millikan is one of several asset allocation driven portfolios set up to handle a mild recession. This portfolio is not as conservative as a few others managed here at Investment Trend Analysis (ITA). In the second screenshot readers can see the … [Read more]
Carson Sector BPI Portfolio Review: 26 January 2026
Bullish Percent Indicator data as of last Friday called for no changes for those managing Sector BPI portfolios. Carson is a Sector BPI portfolio and the oldest one managed here at ITA. Consumer Discretionary (VCR) was sold out of the Carson as the … [Read more]
Darwin 2026 Portfolio Review: 23 January 2026
US Equities were weak over the shortened 4-day trading week with prices still consolidating in the 6800-7000 range/resistance zone of the SPX (S&P 500 Index): … [Read more]
Kepler Portfolio Review: 23 January 2026
Kepler is the portfolio up for review this morning. When you look over the asset allocations you will observe this portfolio is heading in a very conservative direction. I am attempting to "recession proof" this account. When this bull market … [Read more]
Dirac 2026 Portfolio Review: 21 January 2026
Last week I started to populate the Dirac Portfolio so as to manage it using my new Momentum/Trend and integrated Mean Reversion model/system. The objective is to see if it might be possible to beat the broader US Equity Market (S&P 500 or … [Read more]
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