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...]
Huygens Sector BPI Portfolio Review: 22 January 2024
Now that we passed the mid-way point in January I want to update all portfolios that were last reviewed in December. The Huygens is one such Sector BPI portfolio. Another reason for paying special attention to the Sector BPI portfolios is that many … [Read more]
Bullish Percent Indicators: 19 January 2024
Before looking up any Bullish Percent Indicator data I envision or guess what the various indexes and sectors will show. Will the trends be bullish or bearish. Based on a strong Friday market I anticipated a number of the indexes and sectors would … [Read more]
Bethe Sector BPI Portfolio Review: 19 January 2024
Bethe is the Sector BPI portfolio reviewed this morning. This update was scheduled for posting yesterday, but I lost Internet access due to a severe ice storm. We have been housebound for over a week, but experienced only four electric energy (EE) … [Read more]
Schrodinger Portfolio Review: 18 January 2024
As mentioned in the blog post yesterday, Schwab sent out a notice that the Intelligent Portfolio was updated. This post reflects those additional purchases. The Schrodinger was initially set up to answer the question, "Who Will Manage The Family … [Read more]
Millikan Sector BPI Portfolio Review: 18 January 2024
Millikan is the portfolio up for review this morning. Since no sectors are positioned in the oversold zone we concentrate on how best to use cash by analyzing the three U.S. Equity ETFs, VTI, VOO, and ESGV. Some investors might want to broaden the … [Read more]
Gauss Sector BPI Portfolio Review: 17 January 2024
Early this morning I checked the current Bullish Percent Indicators (BPI) and no sectors are in the oversold zone. Therefore, no purchases are scheduled for the Gauss portfolio. For new subscribers, oversold is defined as a situation where 30% or … [Read more]
Franklin Sector BPI Portfolio Review: 16 January 2024
Franklin is the Sector BPI portfolio up for review and included in this blog post is additional Kipling SS information for those new subscribers using this spreadsheet. The Franklin has been using the Sector BPI model for roughly a year so we are … [Read more]
Carson Portfolio Review: 15 January 2024
Since my recent Seeking Alpha article there has been increased interest in the ITA blog. This review of the Carson is a tad more detailed than usual so new readers gain a better understanding of the Sector BPI investing model. In addition, the U.S. … [Read more]
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