Huygens is the asset allocation portfolio scheduled for review this morning. Since I first started this blog shares of GLDM and IAU were sold and the money was reinvested in short-term treasuries, SCHO. This move will lower the portfolio beta which in turn will elevate the Jensen Alpha value. Huygens Asset Allocation Model Limit orders are in place to purchase more shares of VTI and VYM. … [Read More...]
Huygens Recession Portfolio Review: 28 November 2025
Huygens is sporting a revised asset allocation model. While it is unlikely one can set up a recession proof portfolio, the following group of Exchanged Traded Funds is my effort to do so. While the Huygens will still have exposure to equity … [Read more]
Schrodinger Robo Advisor Portfolio Review: 26 November 2025
Schrodinger is a Robo Advisor portfolio or what Schwab refers to as an "intelligent portfolio." This portfolio is computer managed so the owner is hands off other than to continue to save and add to the portfolio. Schrodinger is truly a passive … [Read more]
Franklin Sector BPI Portfolio Update: 24 November 2025
Franklin is one of three portfolios using the Sector BPI investing model. This model was developed here at ITA. After patiently waiting many months for one or more sectors to drop into the oversold zone, we have recently had quite a bit of action … [Read more]
Darwin Portfolio Review: 21 November 2025
This week saw a pullback in US equities as the SPX (S&P 500 Index) closed ~2% lower than last week's close: … [Read more]
Bullish Percent Indicators: 21 November 2025
It has been months since I last published Bullish Percent Indicator (BPI) data as little changed until the last several weeks. This past week we had sufficient volatility to where several sectors dropped into the oversold zone and we purchased … [Read more]
Carson Sector BPI Portfolio Update: 21 November 2025
Managing Sector BPI portfolios requires patience as it is not unusual to wait months before we see a Buy or Sell signal. In the last two to three months we have had sector action as a number of sectors dipped into the oversold zone. In other words, … [Read more]
Bethe Portfolio Review: 20 November 2025
Bethe is a simple equity oriented portfolio. The asset allocation is currently skewed toward "cash" in the form of short-term treasuries (SHV) as the probability of a major market correction over the next 12 to 18 months is extremely high. The ITA … [Read more]
Bohr Portfolio Review: 19 November 2025
Last April I moved the portfolio management style over to Asset Allocation as the Bohr was not performing as expected. Now that we face the high probability of a market crash, I am paying close attention to the recommendations that come out of the … [Read more]
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