Rebalancing continues within the Bohr portfolio as a number of asset classes are still out of balance to the low side. I continue to hold a large percentage of short-term treasuries as there will be better buying opportunities in the future, unless the Shiller CAPE and Buffett Indicator ratios are providing false signals for the first time since 1950. The Bohr has been a poor performer and will … [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]
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]
- « Previous Page
- 1
- …
- 92
- 93
- 94
- 95
- 96
- …
- 184
- Next Page »