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McClintock Sector Asset Allocation Portfolio Update: 21 October 2026

It is somewhat unusual to find eight (8) of the eleven (11) sectors populating a Sector Bullish Percent Indicator (BPI) portfolio.  Such is the case with the McClintock this morning.  While the overall market is hovering at or near all-time highs, there is weakness within the general market and that is showing up within a number of sectors.  This is why 8 of the 11 sectors dropped into the … [Read More...]

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Portfolio Management

Bethe Asset Allocation Portfolio Review: 3 September 2024

As one of the numerous Asset Allocation portfolios, Bethe is beginning to round into shape.  Or to put it another way, the various asset classes are slowly coming into balance.  This morning shares of TLT and QQQ were added to the portfolio. So as to be tax efficient, the goal of Bethe is to never or rarely sell shares.  Instead, use fresh cash and dividends to bring asset classes below target … [Read More...]

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Portfolio Performance Data: 9 February 2024

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Every month or six weeks I post a data table showing the relative performance values for all the portfolios I track here at ITA Wealth Management.  Not included in the table are the portfolios managed by Hedgehunter.  The data includes Internal Rates … [Read more]

Bullish Percent Indicators: 9 February 2024

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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]

Bethe Portfolio Update: 8 February 2024

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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

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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]

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