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...]
Einstein Sector BPI Portfolio Review: 7 May 2024
Einstein is the Sector BPI portfolio up for review today and there are a few circumstances that impact this account. Readers might raise the question as to why the portfolio holds so much cash. Another event impacting the holdings is solely my … [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]
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