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Kepler Asset Allocation Portfolio Review: 11 September 2026

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...]

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Portfolio Management

Rutherford Portfolio Review (Tranche 2): 2 August 2024

The pullback in US Equities continued this week as prices broke below the lower boundary of the bullish trend channel that started in April: Although it is a little early to declare a correction in the trend (requires a 10% pullback) I have drawn a tentative new bearish channel to guide our eyes as to where we might go if we see a continuation of this pullback. The ~5200 level (an 8% pullback) … [Read More...]

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Schrodinger Portfolio Review: 18 January 2024

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As mentioned in the blog post yesterday, Schwab sent out a notice that the Intelligent Portfolio was updated.  This post reflects those additional purchases.  The Schrodinger was initially set up to answer the question, "Who Will Manage The Family … [Read more]

Carson Portfolio Review: 15 January 2024

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Since my recent Seeking Alpha article there has been increased interest in the ITA blog.  This review of the Carson is a tad more detailed than usual so new readers gain a better understanding of the Sector BPI investing model.  In addition, the U.S. … [Read more]

Bullish Percent Indicators: 12 January 2024

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This week the general trend for U.S. Equities was down, although there were a few exceptions.  Five of the seven indexes are bearish while nine of the eleven sectors come in with the same bearish message.  No sectors are sufficiently bearish to call … [Read more]

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