This morning it is time to update the McClintock portfolio, one of three Sector Bullish Percent Indicator (BPI) portfolios. Few changes occurred since the last review. When sector shares were sold I reinvested the cash in SCHO so as to increase dividends rather than let the cash remain dormant in the low interest bearing money market. McClintock Sector Holdings Below are the current holdings … [Read More...]
Dirac 2026 Portfolio Review: 12 June 2026
The Dirac Portfolio attempts to outperform the broader US Equity market (as represented by SPY - S&P 500 ETF) by rotating between sectors in that broader market. At present, the momentum/acceleration model that has been used to manage this … [Read more]
Darwin 2026 Portfolio Review: 12 June 2026
US Equity markets relaxed a little earlier this past week as the SPX (S&P 500 Index) pulled back to the bottom of the current uptrend channel and bounced off the 50-period EMA line: … [Read more]
Franklin Sector BPI Portfolio: 12 June 2026
One of the youngest Sector BPI portfolios is up for review this morning. Franklin is one of three Sector BPI portfolios managed here at ITA. All are excellent performers. Readers interested in Point and Figure (PnF) market movements will find two … [Read more]
Schrodinger Portfolio Review: 11 June 2026
Schrodinger is the Robo Advisor portfolio up for review this morning. This is actually an update as little action occurred since the last posting of information. To new readers, the Schrodinger portfolio is managed by computers based at Schwab. … [Read more]
Bohr Portfolio Update: 10 June 2026
When a portfolio is not performing up to expectations one makes changes. Such is the case with the Bohr portfolio. I am in the process of making changes in this portfolio for two reasons. Performance is below expectations. Asset … [Read more]
Kepler Portfolio Update: 9 June 2026
As mentioned in the last blog this portfolio (Kepler) is designed to protect capital and to provide some resistance should the government employ Financial Repression in an effort to get out from under the 40 trillion dollar debt. If you compare the … [Read more]
Financial Repression Portfolio from ChatGPT
I requested ChatGPT create a portfolio using the following parameters. In the next blog post (Kepler Review) I will make a few minor adjustments and explain how I intend to bring the various assets up to the target percentages. Create an … [Read more]
Dirac 2026 Portfolio Review: 5 June 2026
With US Equities dropping 2.5% in the past week we'll review the performance of the Dirac portfolio - that attempts to outperform the broader market by rotating between sectors within that market. The analysis sheet for this portfolio currently … [Read more]
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