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Darwin 2026 Portfolio Review: 10 July 2026

US Equity markets rose ~1.4% this week from last week's close but remain in a consolidation range between ~7300 and 7600 in the SPX (S&P 500 Index) with ~7500 seeming to be a significant support/resistance level within this range: … [Read More...]

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To register as a Guest, click on this link and fill our the short form.  Please place ITA in front of your user name so I know you are not a Spam registrant. ITA Wealth Management is now free to all readers who register as a Guest.  After registering, wait at least 24 hours so I can elevate you from the Guest level to the Platinum level.  Many of the blog posts are available without any … [Read More]

Portfolio Management

Bethe Portfolio Review: 26 February 2024

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, this portfolio aims to maximize returns while minimizing risk. It offers a diversified mix of assets specifically tailored to meet long-term retirement … [Read More...]

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Pauling Sector BPI Portfolio Review: 12 January 2024

January 12, 2024 By Lowell Herr

Pauling is the Sector BPI portfolio up for review this morning.  No sectors are to be found in the oversold zone so we expect little action in this update.  In the last screenshot I included a table I rarely post so examine it carefully. Tomorrow I … [Read more]

Bethe Sector BPI Portfolio Review: 11 January 2024

January 11, 2024 By Lowell Herr

Before beginning this update of the Bethe I checked the Bullish Percent Indicator (BPI) data for the eleven sectors and none are oversold.  Sector ETFs that were overbought have long had Trailing Stop Loss Orders (TSLOs) in place in an effort to … [Read more]

Kepler Sector BPI Portfolio Review: 10 January 2024

January 10, 2024 By Lowell Herr

Kepler is similar to the Einstein in that both portfolios were managed by a similar investing model and both were switched to the Sector BPI model about the same time.  Based on Bullish Percent Indicator data no sectors are oversold and all … [Read more]

Einstein Sector BPI Portfolio Review: 9 January 2024

January 9, 2024 By Lowell Herr

Einstein is a particularly interesting Sector BPI portfolio as the owner moves money in and out of the portfolio for personal needs.  Whereas most portfolios don't see all that many withdrawals, the Einstein is different.  When viewing performance … [Read more]

Schrodinger Portfolio Review: 8 January 2024

January 8, 2024 By Lowell Herr

Schrodinger is an excellent portfolio to review on a Monday as no decisions are required.  As long-time readers know, the Schrodinger is an Intelligent Portfolio managed by computer algorithms at Schwab.  These portfolios are sometimes known as Robo … [Read more]

Rutherford Portfolio Review (Tranche 4): 5 January 2024

January 6, 2024 By hedgehunter

The first week of trading in 2024 was bearish with the SPX (S&P 500 Index) pulling back 2% from 2023 End-Of-Year highs: We are now sitting at the lower boundary of the 1 Standard Deviation bullish channel that started in October of 2023 and … [Read more]

Bullish Percent Indicator Data: 5 January 2024

January 6, 2024 By Lowell Herr

The following two data tables provide or inform us as to the weakness in U.S. Equities.  While there are still plenty of overbought indexes and sectors, the direction this past week was down. Check the center footer to see what portfolios are coming … [Read more]

Millikan Sector Portfolio Review: 5 January 2023

January 5, 2024 By Lowell Herr

Millikan is the portfolio up for review this morning.  As weeks and months pass more and more historical data is added to mounting evidence as to the viability of the Sector BPI investing model.  This review adds another piece to the puzzle. Do to a … [Read more]

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General Investment News

Portfolios coming up for review.  Pauling, Einstein, and Carson 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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Random Posts

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