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McClintock Portfolio Review: 30 July 2026

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...]

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Gauss Sector BPI Update: 31 March 2023

Updating the sector BPI data this morning revealed that only Real Estate remains in the over-sold zone.  Sectors that were over-sold last weekend have since moved above the 30% bullish line.  With little cash remaining in the Gauss coffer I squeezed in a few more shares of VNQ this morning after the market opened. … [Read More...]

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Copernicus Portfolio Review: 2 August 2024

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Despite the significant selloff of equities, the Copernicus continues to smash the SPY benchmark.  Lack of an interest rate cut, unrest in the Middle East, higher unemployment, lower than anticipated jobs report all likely contributed to today's … [Read more]

Franklin Sector BPI Portfolio: 24 July 2024

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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]

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Portfolios coming up for review.  Millikan, McClintock, Huygens, Bohr, Schrodinger, Bethe, Franklin, and Pauling are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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