Einstein is the Asset Allocation portfolio updated this morning. Shares of SCHO were sold to raise cash to bring several new ETFs into balance. Check out the asset allocation model shown in the next data table. … [Read More...]
Darwin Portfolio Review: 28 November 2025
As November comes to a close, US Equities closed on a positive note despise low volume on a trade-shortened week ahead of the Thanksgiving holiday: Based on the previous bullish channel that I had constructed many weeks/months ago we have bounced … [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]
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