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...]
Gauss Sector BPI Portfolio Review: 4 September 2024
This morning the Sector BPI Gauss portfolio is up for review. As readers will recall, no sectors are currently oversold so no buy or purchase recommendations are eminent. Energy was very close when last checked so I have a limit order in place for … [Read more]
Bethe Asset Allocation Portfolio Review: 3 September 2024
As one of the numerous Asset Allocation portfolios, Bethe is beginning to round into shape. Or to put it another way, the various asset classes are slowly coming into balance. This morning shares of TLT and QQQ were added to the portfolio. So as … [Read more]
Rutherford Portfolio Review (Tranche 2): 30 August 2024
It was a week of consolidation in the US Equity markets with prices trading in a narrow range in comparison with the volatility of the past 2 months: Prices are hovering at the resistance level of the all-time highs in the SPX (S&P 500 Index) … [Read more]
Pauling Asset Allocation Portfolio: 29 August 2024
Pauling is one of numerous Asset Allocation (AA) portfolios. I moved several portfolios over to this model due to the outstanding performance of the Schrodinger, a computer managed AA portfolio. I am also returning to the root of my investing … [Read more]
Carson Sector BPI Portfolio Review: 29 August 2024
The oldest Sector BPI portfolio is up for review this morning. Carson is the best test of this unique investing model and there were changes this week as Technology (VGT) hit the 3% limit and was sold out of the portfolio. It was only a short time … [Read more]
Schrodinger Portfolio Review: 26 August 2024
Schrodinger is the lone Robo Advisor portfolio or what Schwab calls, an Intelligent Portfolio. In this review I will go over the current holdings, performance data, and risks involved. ITA readers know that I advocate both security diversification … [Read more]
Rutherford Portfolio Review (Tranche 1): 23 August 2024
It has been a wild month in the US Equity markets with significant volatility - but we are currently back near the all-time highs that we saw in July: The range that we have seen in in the last few weeks extends far outside the "normal" 2 Standard … [Read more]
Bullish Percent Indicators: 23 August 2024
Several weeks passed since I last posted any Bullish Percent Indicator (BPI) data. No recommendations were forthcoming so it was not necessary to fill up the blog with useless data. That changed this week as several sectors moved into the … [Read more]
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