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Huygens Portfolio Review: 31 July 2026

Huygens is the asset allocation portfolio scheduled for review this morning.  Since I first started this blog shares of GLDM and IAU were sold and the money was reinvested in short-term treasuries, SCHO.  This move will lower the portfolio beta which in turn will elevate the Jensen Alpha value. Huygens Asset Allocation Model Limit orders are in place to purchase more shares of VTI and VYM.  … [Read More...]

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To register as a Guest, click on this link and fill our the short form.  Please place ITA in front of your user name so I know you are not a Spam registrant. ITA Wealth Management is now free to all readers who register as a Guest.  After registering, wait at least 24 hours so I can elevate you from the Guest level to the Platinum level.  Many of the blog posts are available without any … [Read More]

Portfolio Management

Gauss Sector BPI Portfolio Review: 3 August 2023

Updating the Bullish Percent Indicator (BPI) spreadsheet this morning no changes were observed.  There certainly are no Buy recommendations and all the overbought sectors have Trailing Stop Loss Orders (TSLOs) already in place.  Gauss has cash available and I set a number of limit orders as readers will see as this review proceeds. Gauss is one of several Sector BPI Plus portfolios.  The … [Read More...]

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Bullish Percent Indicators: 21 June 2024

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What happened to U.S. Equities this past week?  Lifetime and Platinum members will see that little action took place other than a slight decay in performance for small- and mid-cap stocks.  The first table lays out the broad picture while the second … [Read more]

Gauss Sector BPI Portfolio Review: 20 June 2024

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Gauss is the Sector BPI portfolio scheduled for review this first day of summer.  The Gauss uses a few more equity ETFs than some of the other Sector BPI portfolios in that developed international and emerging market equities are investment options.  … [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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