In a few days the Franklin portfolio will celebrate its fourth birthday. With this much history we are beginning to gain some sense as to how the Sector BPI investment model performs during a bull market. What we still don't know is how well this investing model will perform in a bear market. The Franklin only caught the tail end of the poor 2022 market. Not much of a test. The next four … [Read More...]
Copernicus Portfolio Review: 24 February 2025
Copernicus is a high performing passive portfolio designed for investors with 15 or more years of future savings. The basic idea of the Copernicus is to save as much as you can as early as you can (Golden Rule of Investing) and never sell unless … [Read more]
Rutherford-Darwin Portfolio Review: 21 February 2025
After hitting new all-time highs on Wednesday, US Equities collapsed on Friday with prices now sitting on the lower boundary of the longer-term uptrend channel: Thus, we remain in the choppy sideways consolidation range that we have been in for the … [Read more]
Huygens Asset Allocation Portfolio Review: 21 February 2025
By the end of the week portfolios last updated back in January will at least have information as current as February. Huygens is such a portfolio as it has been weeks since the last review. Huygens is an asset allocation portfolio that is slowly … [Read more]
Pauling Asset Allocation Portfolio: 21 February 2025
Pauling is an Asset Allocation portfolio holding a wide variety of ETFs designed to cover the globe. A sizable percentage of the portfolio is allocated to international markets, something not emphasized within a number of other ITA portfolios. … [Read more]
McClintock Sector BPI Portfolio Review: 20 February 2025
McClintock is one of three Sector BPI portfolio tracked here on the ITA blog. Based on the latest Bullish Percent Indicator data there are no new recommendations. None of the sectors held in the McClintock are overbought and there are no oversold … [Read more]
Gauss Asset Allocation Portfolio Review: 19 February 2025
Gauss is one of the portfolios converted from the Sector BPI investing model over to a simplified Asset Allocation investing model. This will reduce workload as well as shift investments toward a more conservative asset allocation. As with the … [Read more]
Millikan Asset Allocation Portfolio Review: 18 February 2025
Millikan is the asset allocation portfolio scheduled for review this morning. This is a simplified version of other asset allocation portfolios in that the Millikan is using only six ETFs. With the Millikan there is less emphasis on equities. … [Read more]
Rutherford-Darwin Portfolio Review: 14 February 2025
It was another week of choppy sideways movement in US equities although the SPX did close higher by ~1.5% and close to the all-time highs that have been providing strong resistance over the past 3 months: However, we remain well within the bullish … [Read more]
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