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...]
Rutherford Portfolio Review (Tranche 1): 3 May 2024
US equities had another week of positive performance closing the week ~0.7% higher than last week's close. However, again, it was not a smooth ride with major gains coming on a ~1% gap up on Friday: We are still sitting near the top boundary of a … [Read more]
Bullish Percent Indicators: 3 May 2024
I was prepared to post a note in the Forum notifying readers there were no BPI changes this week. Not so. Be prepared to set a TSLO for one overbought sector. Check below to see which one is overbought. … [Read more]
Schrodinger Portfolio Update: 3 May 2024
Schwab rebalanced the Schrodinger a few days ago which motivated this review. For new readers, the Schrodinger is a Robo Advisor portfolio or one managed by computer. The investor does absolutely nothing other than set up an Intelligent Portfolio … [Read more]
McClintock Sector BPI Portfolio Review: 3 May 2024
McClintock is one of several Sector BPI portfolios managed here at ITA. I described how I plan to handle these portfolios through the end of this year in the blog I posted yesterday. Follow along as I move through the analysis steps in this … [Read more]
“Sell In May And Go Away”
"The exact provenance of the saying 'Sell in May and go way, don't come back until St Leger's Day' is unclear but a consensus has formed around the idea that it emerged due to stock market traders in the City of London observing a seasonal slowdown … [Read more]
Pauling Asset Allocation Portfolio in Review: 2 May 2024
After a few weeks since launch the Pauling is beginning to settle down into the Asset Allocation plan as envisioned. As with most portfolios I anticipate some additional evolutionary adjustments over the next year will occur. A few assets from the … [Read more]
Copernicus Portfolio Review: 1 May 2024
Copernicus is an example portfolio designed for young folks who have little or no time to manage an investment portfolio. All that is required is to open up a broker account, set up monthly deposits, and then log in and purchase shares in one or … [Read more]
Carson Sector BPI Portfolio Review: 30 April 2024
Investors interested in or using the Sector BPI model will find this analysis of the Carson useful. When I get to the second screenshot you will see no purchase recommendations are called for as no sectors are in the oversold zone and VTI and VOO … [Read more]
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