Kepler is the asset allocation portfolio scheduled for a review this morning. The current lineup of ETFs is only three months old so we have little data as to whether this new asset allocation mix will improve the historically poor performance of the Kepler. As currently constructed the portfolio will throw off approximately 4.0% in dividends, and that is without the portfolio being in … [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]
Two Quarter Rotations of Sector BPI Performance: 29 April 2024
The purpose of this blog is to examine in more detail the performance of the eleven (11) Sector BPI portfolios by looking at performance over two quarter periods. Beginning at the end of the second quarter of 2022 and ending on the first quarter of … [Read more]
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