Since the last review the computers at Schwab rebalanced the Schrodinger by adding shares to large cap equities and bonds. Considering this overbought market both additions are somewhat puzzling. However, I'm not going to quibble as the performance since 12/31/2021 has been excellent. The … [Read More...]
Rutherford Portfolio Review (Tranche 3): 27 January 2023
It was a bullish week for US equities with the SPX up over 2.6% on the week: and touching (but not closing above) the 4100 level that might indicate a reversal of the 2022 downtrend. In terms of relative strength, US equities outperformed all … [Read more]
Bullish Percent Indicators: 27 January 2023
"Bullish percent indicators are technical analysis tools used to determine the percentage of stocks in a particular market index that are currently trading above their respective point of recognition (POR), or "bullish reversal point." These … [Read more]
Copernicus Portfolio Review: 27 January 2023
Investors looking for simplicity need look no further than the Copernicus model. All that is required is the discipline to save and invest in U.S. Equities. It is simple as that. The Copernicus is definitely a model for young investors who do not … [Read more]
Rutherford Portfolio Review (Tranche 2): 20 January 2023
It's the year of the Rabbit and we're hopping around tentatively trying to find a direction for the markets in 2023: I've updated the trend channels in the above figure, since these are somewhat discretionary, but it is … [Read more]
Bullish Percent Indicators: 20 January 2023
Investors managing a Sector BPI model portfolio will find the data below of interest. On Monday I'll check in on the Carson and use this data to make any changes, if recommended. Follow along for more analysis. Index BPI The only major index … [Read more]
Millikan Portfolio Review: 20 January 2023
Millikan is one of the newest Sector BPI Model portfolios. As a result, you will see two "holdover" securities, VWO and VEA, still part of the portfolio. I have 3% TSLOs set for both ETFs so it likely will not be too long before both are sold out … [Read more]
Portfolio Summary: 16 January 2023
This blog post is a review for long-time members. New members may not be aware of the different investing models used here at ITA. The following list does not include the portfolios reported on by Hedgehunter. ITA Wealth Management Portfolios … [Read more]
Bullish Percent Indicators: 13 January 2023
Friday, the 13th of January, brings changes to those managing a Sector BPI portfolio. Energy, Financial, and Real Estate all moved into the over-bought zone this week. All major indexes are bullish. None of the indexes penetrated the over-bought … [Read more]
- « Previous Page
- 1
- …
- 54
- 55
- 56
- 57
- 58
- …
- 83
- Next Page »