As we move towards the mid-term elections it is appropriate that we recognize the historical significance of the "Presidential Cycle": Thus, although most of us are very nervous that we are close to all-time highs in the SPX (S&P 500 Index), US Equities are up ~14% so far this year in a year that has historically been the weakest, averaging only 5%. Add to that the fact that the third year … [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]
Huygens Asset Allocation Portfolio Review: 19 July 2024
Back in April I moved the Huygens over to an Asset Allocation management style. Several other portfolios will follow this trend as I am setting portfolios up for minimum trades with even fewer sell transactions. This will reduce taxes in taxable … [Read more]
Bohr Portfolio Review: 19 July 2024
Over the next few months the Bohr will follow the management style of the Huygens and Pauling portfolios. There will be slight differences in the percentage allocated to different asset classes, but the asset allocation model will be followed. The … [Read more]
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