Up for review this morning is the Carson, one of three portfolios managed using the Sector Bullish Percent Indicator (BPI) investing model. Carson is one of the better performing ITA portfolios. However, it has yet to experience a major market correction so the critical information is still out as to whether or not this investing model will perform better than its benchmark in times of a … [Read More...]
McClintock Sector BPI Portfolio Review: 15 December 2025
McClintock is the Sector BPI portfolio up for review this morning. The three Sector BPI portfolios are investment models unique to the ITA blog. For more information on this model, go to the Categories menu found in the right sidebar and look for … [Read more]
Darwin Portfolio Review: 12 December 2025
As we wind down a year that has been generally bullish, following the 20%+ pullback in prices resulting from reactions to the tariff scare in March, we are consolidating near all-time highs in the SPX (S&P 500 Index) with resistance being seen at … [Read more]
Copernicus Portfolio Update: 14 December 2025
Copernicus is an equity oriented portfolio designed for young investors or folks who have 10 to 15 years of investing ahead. Investors in retirement who are still able to save a modest amount each month are encouraged to use this asset allocation … [Read more]
Pauling Portfolio Review: 11 December 2025
Pauling is the asset allocation portfolio up for review today. I added one significant ETF to this portfolio and it is the Exchange Traded Fund, RSP. RSP is an equal-cap asset. Why include this security? "For equal-cap investing, the most … [Read more]
Bethe Portfolio Review: 8 December 2025
Bethe is the next asset allocation portfolio up for review. Note the new array of assets as this change is designed to create a "recession resistant" portfolio by increasing lower volatile Exchange Traded Funds (ETFs) and to increase the monthly … [Read more]
Darwin Portfolio Review: 5 December 2025
US Equities continued their slow drift higher on average volume this week, with the SPX (S&P 500 Index) closing the week ~0.3% higher than last weeks close and ~ 50 points below the all-time highs reached on 29 October : … [Read more]
Einstein Asset Allocation Portfolio Update: 5 December 2025
Einstein is one of several portfolios set up to resist major market draw-downs. Should we encounter a recession in 2026 there is likely no place to hide other than to short the equities market. Historically the stock market trends up so … [Read more]
Millikan Portfolio Review: 4 December 2025
Millikan is a "classic" asset allocation portfolio in that it is made up of all cap size U.S. Equities, developed and emerging international markets, domestic and international bonds, real estate, crypto currency, gold, and … [Read more]
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