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...]
Bullish Percent Indicators: 2 February 2024
U.S. Equities ended the week on a strong note. Is this reflected in the Bullish Percent Indicators? Did any sectors drop into the oversold zone? Follow the tables below for answers to these questions. If you are blocked from reading this blog, … [Read more]
Copernicus Portfolio Review: 2 February 2024
Early in the month is an excellent time to review portfolios such as the Copernicus and Schrodinger as both are "no-brain" portfolios in that neither require any significant decisions. One does not need a degree in Finance from the University of … [Read more]
Schrodinger Portfolio Review: 1 February 2024
February is here and it is time for the crocus to bloom in Oregon. Early in any given month is an excellent time to review the Schrodinger as no decisions are required. This is a Save & Watch style portfolio that Schwab calls their Intelligent … [Read more]
Franklin Sector BPI Portfolio Review: 31 January 2024
Next month ITA will celebrate its 16th birthday. To hold down the cost of operating this free blog I delete old posts in order to control storage space. This is why blogs going back more than 10 years are no longer available. Here is one of the … [Read more]
Pauling Sector BPI Portfolio Review: 30 January 2024
Pauling is the portfolio up for review today. Pauling joined the Sector BPI investing model last October. Readers can see how well this model worked over the past four months in the fifth screenshot below. Four months is a very short time in the … [Read more]
Carson Sector BPI Portfolio Review: 29 January 2024
Of the numerous Sector BPI portfolio tracked here at ITA, Carson is the oldest. As more historical data becomes available, are there any weaknesses showing up in the model? Perhaps, so follow along with this analysis. As yet I've not added VEA and … [Read more]
Einstein Portfolio Review: 29 January 2024
Einstein is the Sector BPI portfolio up for review this morning. One change made to the investment quiver is the addition of Developed International Equities (VEA) and Emerging Market Equities (VWO). Neither asset class is currently recommended for … [Read more]
Rutherford Portfolio Review (Tranche 3): 26 January 2024
It was a relatively calm but bullish week in US equity markets as the S&P 500 Index continued it's climb above the important 4800 resistance level (that now becomes a potential support level): US equities rose a little over 1% over the past week … [Read more]
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