The Pauling is another portfolio undergoing asset allocation changes in an effort to both improve performance while providing additional protection against a major market draw-down. Interest rates moved up for the 30-year bond as there were fewer buyers. Higher interest rates do not bode well for the market. However, the U.S. Equities market continues to shed negative news and just … [Read More...]
Carson Sector BPI Portfolio Review: 1 August 2024
Carson is the Sector BPI portfolio up for review this morning as we enter the "Dog Days" of summer. Carson is the oldest Sector BPI portfolio and the top performer. Only the Copernicus is a better performer when it comes to return on investments. … [Read more]
Millikan Sector BPI Portfolio Review: 31 July 2024
We end July 2024 with an update of the Millikan portfolio. This Sector BPI account is performing quite well when compared to the SPY benchmark. Little has changed within the sectors as there are no new buy recommendations and Consumer Staples is … [Read more]
Bethe Asset Allocation Portfolio Review: 30 July 2024
Bethe is one of the more recent portfolios I am moving over to the Asset Allocation investing model. Should the portfolio be returned to the owner for management, they would be able to handle the AA model easily whereas the Sector BPI model requires … [Read more]
Rutherford Portfolio Review (Tranche 1): 26 July 2024
This week we saw a correction in the prices of US equities that has taken us down from highs at the ~5800 resistance level to the lower boundary of the bullish trend channel that started in April: Despite the 2-week pullback, we are still in a … [Read more]
McClintock Sector BPI Portfolio Review: 26 July 2024
McClintock is one of the most recent portfolios to be switched to the Sector BPI investing model. Operatimg with this model less than one year we need additional information as we test the validity of the Sector model. … [Read more]
Schrodinger Intelligent Portfolio Review: 25 July 2024
This morning the easiest portfolio to manage is up for review. Updating the Schrodinger, a Robo Advisor portfolio, is trivial as no buy-hold-sell decisions are required as this is all done by computer algorithms. The Schrodinger was set up seven … [Read more]
Franklin Sector BPI Portfolio: 24 July 2024
Franklin is one of five Sector BPI portfolios monitored here at ITA Wealth Management. The other four are: Carson, Gauss, McClintock, and Millikan. To reduce my workload I moved several Sector BPI portfolios over to the Asset Allocation model. No … [Read more]
Rutherford Portfolio Review (Tranche 4): 19 July 2024
US Equities saw a (predictable?) pullback over the past week closing down ~2% from last week's close: As suggested in last week's post the 5680 level in the SPX (S&P 500 Index) proved to provided significant resistance and we bounced off this … [Read more]
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