Einstein is the Asset Allocation portfolio updated this morning. Shares of SCHO were sold to raise cash to bring several new ETFs into balance. Check out the asset allocation model shown in the next data table. … [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]
Franklin Sector BPI Portfolio Review: 29 April 2024
Franklin (named for Rosalind - British chemist) is a small Sector BPI portfolio or one of eleven ITA portfolio using this particular investing model. Not all eleven are reported on this blog as some owners prefer the data not be public. Several of … [Read more]
Rutherford Portfolio Review (Tranche 4): 26 April 2024
Although US equities closed up ~2.5% from last week's close it was not a smooth ride - with a bounce from last week's close early in the week to a retest of the ~5000 support level on Thursday and a jump back up on Friday. We remain in the tentative … [Read more]
Two-Year Summary of Sector BPI Portfolio Performance: 26 April 2024
Nearly two years ago I launched the first (Carson) of several Sector BPI portfolios. Eleven ITA portfolios are currently using this investing model. Not all are publicly reported here on the ITA blog. How are these eleven portfolios performing … [Read more]
Bullish Percent Indicators: 26 April 2024
Updating the Bullish Percent Indicator data is important this week as there are a few changes in the sector arena. Technology dipped into the oversold zone this week, but rebounded and is no longer recommended for purchase. I hope readers checked … [Read more]
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