Huygens is the asset allocation portfolio scheduled for review this morning. Since I first started this blog shares of GLDM and IAU were sold and the money was reinvested in short-term treasuries, SCHO. This move will lower the portfolio beta which in turn will elevate the Jensen Alpha value. Huygens Asset Allocation Model Limit orders are in place to purchase more shares of VTI and VYM. … [Read More...]
Millikan Sector BPI Portfolio Review: 6 February 2024
Millikan is the Sector BPI portfolio up for review this morning. Since no sectors of the U.S. Equities market are oversold we look for buying opportunities other than sector ETFs. The three ETFs of interest are: VTI, VOO, and ESGV. I've not … [Read more]
Kepler Sector BPI Portfolio Review: 5 February 2024
Kepler consistently ranks in the bottom quartile of the portfolios I track here at ITA. As one of the more recent portfolios to be moved to the Sector BPI investment model the objective is to watch the growth, be it negative or positive, over the … [Read more]
Rutherford Portfolio Review (Tranche 4): 2 February 2024
It was a relatively volatile week in the US equity markets last week with a bit of a scare on Wednesday but, in the end, the markets ended up a little over 1% from last week's close: This placed US equities near the top of the list of major asset … [Read more]
Bullish Percent Indicators: 2 February 2024
U.S. Equities ended the week on a strong note. Is this reflected in the Bullish Percent Indicators? Did any sectors drop into the oversold zone? Follow the tables below for answers to these questions. If you are blocked from reading this blog, … [Read more]
Copernicus Portfolio Review: 2 February 2024
Early in the month is an excellent time to review portfolios such as the Copernicus and Schrodinger as both are "no-brain" portfolios in that neither require any significant decisions. One does not need a degree in Finance from the University of … [Read more]
Schrodinger Portfolio Review: 1 February 2024
February is here and it is time for the crocus to bloom in Oregon. Early in any given month is an excellent time to review the Schrodinger as no decisions are required. This is a Save & Watch style portfolio that Schwab calls their Intelligent … [Read more]
Franklin Sector BPI Portfolio Review: 31 January 2024
Next month ITA will celebrate its 16th birthday. To hold down the cost of operating this free blog I delete old posts in order to control storage space. This is why blogs going back more than 10 years are no longer available. Here is one of the … [Read more]
Pauling Sector BPI Portfolio Review: 30 January 2024
Pauling is the portfolio up for review today. Pauling joined the Sector BPI investing model last October. Readers can see how well this model worked over the past four months in the fifth screenshot below. Four months is a very short time in the … [Read more]
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