While I’m a few days early updating the Copernicus, I need to insert this analysis into the mix for several reasons – new readers at the top of the list. Before anyone is overwhelmed with the various management tools, pay attention to this passively managed portfolio. There are two passive portfolios tracked on the ITA […]
Schrodinger Robo Advisor Portfolio Update: 29 March 2023
The Schrodinger is a portfolio for all seasons. Individuals preparing for retirement, and this applies to young folks in their 20s, would do well to take a close look at this Robo Advisor computer managed portfolio. If one is still working and has little time to spend on portfolio management, the Schrodinger requires zero […]
Millikan Sector BPI Portfolio Review: 30 March 2023
Millikan is one of four Sector BPI portfolios undergoing testing here at ITA. March has been a good month for the Millikan as readers will see in a moment. This month is the first time several sectors dropped into the over-sold zone and the recovery has been positive. In the short term the Sector BPI […]
Gauss Sector BPI Update: 31 March 2023
Updating the sector BPI data this morning revealed that only Real Estate remains in the over-sold zone. Sectors that were over-sold last weekend have since moved above the 30% bullish line. With little cash remaining in the Gauss coffer I squeezed in a few more shares of VNQ this morning after the market opened.
Rutherford Portfolio Review (Tranche 2): 31 March 2023
The first Quater of 2023 ended with US equities putting in a strong performance closing up over 3.6% from last week’s close. Price is getting squeezed in that pendant zone between the 2 heavy yellow boundaries of the bearish and bullish trend channels. We can expect to see a breakout in one direction or the […]
McClintock Portfolio Review: 4 April 2023
McClintock is one of two Dual Momentum™ portfolios tracked here at ITA. The other is the Pauling. Based on current data, we have a new recommendation this morning as the DM model recommends International Equities. To include Emerging Market Equities I use VEU as the investable ETF to fill this asset class.
Copernicus Portfolio Review: 6 April 2023
Copernicus is the passively managed portfolio up for review this morning. This portfolio is easy to manage and update and it happens to be one of the more successful portfolios tracked here at ITA. As readers will recall, the Copernicus is populated with U.S. Equities and the philosophy is to never sell. Only save and […]
Rutherford Portfolio Review (Tranche 3): 6 April 2023
In a holiday-shortened week US equities were relatively quiet but managed to close the week up ~1% from last week’s close: However price is still hanging around in that pendant pattern (defined by yellow boundary lines of the bearish and bullish 2 SD channels) and we still have no obvious reason to favor either a […]
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