Franklin is one of three Sector BPI portfolios tracked here on the ITA educational blog. Investors interested in this model should follow the Carson and McClintock portfolios as well as this one. In addition, when there is a Buy or Sell recommendation based on Point and Figure (PnF) data, I post the information on the Forum. Check the Forum on a regular bases for up-to-date information. No … [Read More...]
Carson Sector BPI Portfolio Update: 17 April 2024
Carson is the Sector BPI portfolio up for review this morning. This is the oldest portfolio using this particular investing model. There are a few tweaks this month. One of the main changes is to remove ESGV from the holdings so we can concentrate … [Read more]
Millikan Sector BPI Portfolio Review: 16 April 2024
Millikan is one of the better performing Sector BPI portfolios. Here is a bit more information as to how I am managing Sector BPI portfolios as we enter a very uncertain election season. The Sector BPI strategy remains in place as follows. If … [Read more]
Schrodinger Portfolio Review: 15 April 2024
Schrodinger is the Robo Advisor or computer managed portfolio up for review this morning. Investors not interested in investing or have minimum time to track their investments will find this style portfolio fits their desire to be invested in the … [Read more]
Darwin Portfolio Review: 12 April, 2024
The Darwin Portfolio is an "All-Weather" portfolio of five ETFs representing the major asset classes of US Equities (VTI), International Equities (VSS), US Real Estate (VNQ), US Treasuries (TLT) and Gold (GLD). For additional diversity a 10% … [Read more]
Rutherford Portfolio Review (Tranche 2): 12 April 2024
US Equities got slapped around a little this week and closed the week ~1.6% lower than last week's close: We are now sitting at the bottom of the bullish trend channel that started last November and we wait to see whether this might be a good entry … [Read more]
Huygens Asset Allocation Portfolio Review: 10 April 2024
Welcome to the revised version of the Huygens Asset Allocation portfolio. There is a possibility the management of this portfolio will be taken over by its owner. To make the portfolio easier to manage I've set up an Asset Allocation model, quite … [Read more]
Einstein Sector BPI Portfolio Review: 9 April 2024
Einstein is the Sector BPI portfolio up for review this morning. When updating a portfolio I check on the earnings for SHV as that value or percentage impacts the Jensen Performance Index. The yield is up from 4.81% to 4.95% which places downward … [Read more]
Kahneman-Tversky Portfolio Review: 5 April, 2024
The Kahneman-Tversky Portfolio is the simplest Dual Momentum Portfolio that I review here on this site and selects only one asset chosen from a choice between three of the major asset classes - VTI (US Equities), VEA (International Equities) or US … [Read more]
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