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McClintock Sector Asset Allocation Portfolio Update: 21 October 2026

It is somewhat unusual to find eight (8) of the eleven (11) sectors populating a Sector Bullish Percent Indicator (BPI) portfolio.  Such is the case with the McClintock this morning.  While the overall market is hovering at or near all-time highs, there is weakness within the general market and that is showing up within a number of sectors.  This is why 8 of the 11 sectors dropped into the … [Read More...]

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Portfolio Management

Rutherford Portfolio Review (Tranche 1): 25 August 2023

It was a rather confusing week in US equity markets with the SPX (S&P 500 Index) closing up ~0.8% over last week's close: However, Thursday was a strong down day and it may be that the apparent early week strength was a bit of a "head fake".  A bullish day on Friday following Thursday's weakness was not too convincing so we will have to see whether we see a retest of the 4300 level or whether … [Read More...]

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Copernicus Portfolio Review: 15 March 2024

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Next to the Schrodinger the Copernicus is the easiest portfolio to manage and consistently one of the top performing portfolios tracked here at ITA Wealth Management.  The Copernicus investing model is to purchase U.S. Equities and never sell unless … [Read more]

Schrodinger Portfolio Review: 13 March 2024

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"Performance data represents past performance, and may not reflect future investment returns." - U.S. Securities and Exchange Commission Schwab's Intelligent Portfolio, Schrodinger, is up for review this morning.  Almost no action took place over … [Read more]

Bullish Percent Indicators: 8 March 2024

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Innovation is the ability to see change as an opportunity - not a threat. - Anonymous "In the realm of sector investing, Bullish Percent Indicators (BPI) serve as valuable analytical tools. These indicators help investors gauge the overall sentiment … [Read more]

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