The Copernicus Portfolio at ITA Wealth Management: Is It a Useful Investing Method? The Copernicus Portfolio at ITA Wealth Management is worth examining if you are interested in systematic investing, portfolio diversification, and methods for managing risk during stock-market corrections. The key question is whether Copernicus provides a repeatable, evidence-based way to improve investment … [Read More...]
Gauss Sector BPI Portfolio Review: 27 May 2024
Sending best wishes to all readers on this Decoration Day. Gauss is the Sector BPI portfolio up for review. This particularly portfolio is set up with an expanded investment quiver that includes developed international equities (VEA) and emerging … [Read more]
Einstein Sector BPI Portfolio Review: 24 May 2024
The Einstein portfolio poses particular problems and is an interesting test of the Sector BPI investing model. Details to follow. Due to the owner needing cash from this account in the near future, the Einstein will be managed differently. … [Read more]
Rutherford Portfolio Review (Tranche 4): 24 May 2024
It was not a good week for US Equities as the S&P 500 Index banged it's head against the 5300 barrier all week and closed ~0.2% lower than last weeks close: Prices are still in an uptrend channel and sitting near the all-time highs. It will be … [Read more]
Bullish Percent Indicators: 24 May 2024
Bullish Percent Indicators (BPI) provide a different way of looking at or checking market action. The data provided in the two following tables is quite provincial in that the data focuses on U.S. markets and omits all international markets. Keep … [Read more]
McClintock Sector BPI Portfolio Review: 23 May 2024
One of the younger Sector BPI portfolios is the McClintock. In operation a tad over seven (7) months or barely sufficient time to make any kind of evaluation as to the viability of this investing model we are looking for trends rather than current … [Read more]
Carson Sector BPI Portfolio Review: 23 May 2024
Carson is the oldest Sector BPI portfolio as well as the top performer employing this particular investing model. One change that took place since the last review is the recent sale of shares of VPU. The Utilities ETF triggered the 3% TSLO set a … [Read more]
Franklin Sector BPI Portfolio Review: 22 May 2024
The Franklin is one of several Sector BPI portfolios using this investment model since late 2022. Thus far the performance is strong and the risk seems to be under control. This morning I checked on the Bullish Percent Indicator (BPI) data and … [Read more]
Darwin Portfolio Review: 17 May, 2024
The Darwin Portfolio is an "All-Weather" Portfolio built from 5 ETFs representing diversification in 5 major asset classes. The portfolio also hold a ~10% allocation to "volatility" as an asset class providing even more diversification. Allocations … [Read more]
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