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Portfolio Management

Millikan Portfolio Review: 15 November 2022

Millikan, one of the several Relative Momentum portfolios, is up for review this morning.  This is one of four or five portfolios that are not keeping up with the AOA benchmark, due in large part to carrying too much cash during this recent market upswing.  Here at ITA I am tracking a variety of portfolio models, knowing that not all work well in all economic environments.  Should a recession hit … [Read More...]

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Bullish Percent Indicators: 1 March 2024

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Based on BPI data for this week, it was a positive five days for U.S. Equities.  There were two exceptions among the eleven sectors, but overall it was a good week for stocks. Index BPI All indexes are bullish with exception of the DJIA and that is … [Read more]

Schrodinger Portfolio Review: 1 March 2024

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Schrodinger is a "do nothing" portfolio in the sense that it is on automatic pilot after it is set up with Schwab.  This portfolio is managed by computer and is built around the principle of Asset Allocation, a long standing investing model designed … [Read more]

Bethe Portfolio Review: 26 February 2024

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The Bethe Portfolio: An Analytical Approach to Sector Investing for Retirement "With retirement planning in mind, the Bethe Portfolio takes an analytical approach to sector investing. By strategically allocating investments across various sectors, … [Read more]

Reworking the Sector BPI Investing Model

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Since the Sector BPI investing model was launched a little over a year ago several tweaks or adjustments have been made to the BPI model.  This blog post explains another adjustment or refinement.  Rather than complicate the model, this version is … [Read more]

Kepler Portfolio Review: 23 February 2024

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Normally I do not review individual portfolios on the weekend as markets are closed and if there are any manual risk adjustments advised they cannot be enacted until the market opens next week.  There are two reasons why the Kepler is reviewed this … [Read more]

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Portfolios coming up for review.  Franklin, Einstein, Bohr, and Schrodinger are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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