Pauling is an asset allocation portfolio set up to generate dividends. It is also a portfolio where the asset classes are consolidated or tilted toward value rather than growth. This is in keeping with the latest Vanguard recommendation of what the stock market is likely to look like over the next ten years. Check out this video. Pauling Security Holdings Here are the holdings in the Pauling … [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]
Recession: Will Equities Drop In The Next 18 Months?
There are two reasons for posting this blog. With Recession in the title, readers a year from now can Google the word and come up with this post showing when ITA was sounding the alarm for the coming recession - or worse. In fact, I have been … [Read more]
Kepler Portfolio Review: 17 November 2025
Kepler is one of the poorest performing portfolios tracked here at ITA. Hence, a major shift in the asset allocation. In preparation for the anticipated recession (or worse} I am revamping the asset allocation. Simplification is the direction I am … [Read more]
Darwin Portfolio Review: 14 November 2025
It was a fairly uneventful week in the US equity markets with the SPX (S&P 500 Index) still in a consolidation mode in the 6600-6900 zone and closing essentially unchanged on the week: … [Read more]
Copernicus Portfolio Review: 14 November 2025
As you move through this update of the Copernicus, don't neglect to listen to the video linked at the bottom of the page. There are other YouTube videos also explaining the seven stages that align before a major market draw-down. Since the … [Read more]
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