Kepler is the asset allocation portfolio scheduled for a review this morning. The current lineup of ETFs is only three months old so we have little data as to whether this new asset allocation mix will improve the historically poor performance of the Kepler. As currently constructed the portfolio will throw off approximately 4.0% in dividends, and that is without the portfolio being in … [Read More...]
Rutherford Portfolio Review (Tranche 1): 9 February 2024
US Equities continued their steady climb this week hitting new all-time highs at the close on Friday: Since we are at all-time highs, with no obvious indications of the next resistance level, the best I can do is look at the 100% Fibonacci extension … [Read more]
Bullish Percent Indicators: 9 February 2024
Bullish Percent Indicators are mixed this week which is not all that unusual. One sector is approaching the oversold zone and will require close watching this coming week. Both the DJIA and DJTA are bullish indicating this is still a large-cap … [Read more]
Franklin Sector BPI Portfolio Review: 9 February 2024
Franklin is the Sector BPI portfolio schedule for review today. I adjusted the Maximum Asset Allocation percentages for the three U.S. Equities in order to emphasize VOO as it is the S&P 500 option. Holding more shares of VOO will keep the … [Read more]
Bethe Portfolio Update: 8 February 2024
Bethe is the portfolio scheduled for review today and a few changes were made in the investment quiver. The Maximum Asset Allocation percentages (green arrow) were adjusted in order to emphasize or tilt the portfolio toward the S&P 500 (VOO) as … [Read more]
Carson Portfolio Review: 7 February 2024
As the oldest Sector BPI portfolio, the Carson is still a relatively young example of this "hypothetical" investing model. As such I use the Carson as a bellwether for the Sector BPI approach to portfolio management. No sectors are in the oversold … [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]
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