The Kepler portfolio is moving closer to having all asset classes closer to target each month. As with several other ITA portfolios, the Kepler is set up to minimize a market correct by using value, dividend producers, and inflation protection ETFs. At the bottom of this blog post I asked ChatGPT to analyze the Kepler portfolio and make recommendations as to how to improve the asset allocation … [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]
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]
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