The Gauss Portfolio is one of four Sector BPI portfolios or what might be better classified as a Sector BPI Plus portfolio as I’ve added two layers of ETFs in order to patch a potential weakness in the original Sector BPI hypothesis. More on this later. The Sector BPI portfolios are built around a contrary […]
Carson Sector BPI Plus Portfolio Update: 20 April 2023
Carson is the oldest Sector BPI portfolio and thus far the most profitable. As with the three other Sector BPI portfolios, I’ve added additional securities to patch the logic gap found in the original sector hypothesis. Those additions are: 1) Dual Momentum options and 2) Income CEF options. Follow along with the analysis of the […]
Portfolio Management When Facing Debt Limit Differences
The potential for a debt limit crisis is only a few months away. While the root causes are subject to debate, arguing history while therapeutic does little in the way of providing guidance when it comes to portfolio management. How might one work with different portfolios, assuming readers of ITA are using a variety of […]
Rutherford Portfolio Review (Tranche 5): 21 April 2023
It was a very quiet week in US Equity markets with the S&P 500 Index trading in a tight ~40 point range: However, the SPX did close down slightly from last week’s close after hitting it’s head against strong resistance at ~4150-4200 – an area that has shown strong support/resistance in the past (arrows). In […]
Pauling Dual Momentum Portfolio Review: 25 April 2023
Pauling, a Dual Momentum™ style portfolio, is the account up for review this morning. Either the model is deficient or I’ve not managed it well. The end result is that the Pauling is one of the worst performers tracked here at ITA. I will work with the model for a few more months or even […]
Franklin Sector BPI Plus Review: 26 April 2023
Franklin is the Sector BPI portfolio scheduled for review this morning and each time I update one of these portfolios a new wrinkle comes to the fore. This review required a special decision since Telecom (VOX) moved into the oversold zone and there was insufficient cash to purchase shares of VOX. Franklin did hold Utilities […]
Millikan Sector BPI Portfolio Review: 27 April 2023
Recommendations for the Millikan are identical to what they were for the Franklin, published earlier this morning. With available cash, boost VOX up to 20% of the portfolio if possible. The ETF certainly made a nice gain today so any shares purchased yesterday added alpha to portfolios holding VOX.
Rutherford Portfolio Review (Tranche 1): 28 April 2023
A relatively uneventful week in US equites, despite the high day-to-day volatility, with the SPX (S&P 500 Index) up a little over 0.5% from last week’s close: The index is still banging its head against the 50% retracement resistance zone that has been difficult to penetrate a number of times over the past few months. […]
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