When the Copernicus portfolio was first launched back in early 2022 it was young investors I had in mind. Simplicity was a primary factor since I assumed someone following the Copernicus model would have little time to pay attention to any investing model other than to purchase … [Read More...]
Bohr Portfolio Update: 3 July 2023
Now that the second quarter is history, portfolios lagging in performance are under scrutiny. The Bohr is one such portfolio. With all the positive signals emanating from the Sector BPI investing model. with permission from the owner, I am in the … [Read more]
Schrodinger Portfolio Update: 3 July 2023
The Schrodinger is an Intelligent Portfolio based at Schwab. At least this is how Schwab identifies portfolios managed by computer. I think of this investing style as Robo Advisor portfolios. Regardless, this type of investment is as easy as … [Read more]
Carson Sector BPI Portfolio Review: 1 July 2023
Earlier today I posted Internal Rate of Return (IRR) data on the Sector BPI Plus portfolios. This review of the Carson, one of four Sector BPI portfolios, walks readers through the process of how to manage a sector portfolio. Carson Investment … [Read more]
Sector BPI Update: 30 June 2023
This past week I posted Internal Rate of Return (IRR) data for the combined performance of sectors used in the four Sector BPI Plus portfolios tracked here at ITA. Publishing only IRR data, while truthful, can be misleading when securities are held … [Read more]
Rutherford Portfolio Review (Tranche 1): 30 June 2023
After a pullback to test support at ~4300, US equities bounced to finish the week strongly, closing at the top boundary of the 1 SD uptend channel: Should the trend continue there does not seem to be serious … [Read more]
Bullish Percent Indicators: 30 June 2023
We end the second quarter of 2023 on a strong note with the vast majority of indexes and sectors bullish. The "Misery Index" stands at 7.7 or one of the lower values for an administration approaching reelection for a second term. New … [Read more]
Analyzing Sector BPI Investing Model Sector By Sector: 29 June 2023
As we near the end of the second quarter I thought readers might find it useful to see some data as to how well the different sectors performed when used in the Sector BPI Plus model. What I did was use the Investment Account Manager (IAM) … [Read more]
Copernicus Portfolio Update: 28 June 2023
After updating a few lackluster portfolios, it is refreshing to review a strong yet simple portfolio. Other than the Schrodinger where the owner does noting but save, the Copernicus comes in a close second for simplicity. Copernicus Investment … [Read more]
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