After a pullback to test support at ~4300, US equities bounced to finish the week strongly, closing at the top boundary of the 1 SD uptend channel: Should the trend continue there does not seem to be serious resistance until ~4600 – but this may just have been some early 4th July fireworks, so we’ll […]
Sector BPI Update: 30 June 2023
This past week I posted Internal Rate of Return (IRR) data for the combined performance of sectors used in the four Sector BPI Plus portfolios tracked here at ITA. Publishing only IRR data, while truthful, can be misleading when securities are held for short periods. The following data provides more information as it includes the […]
Carson Sector BPI Portfolio Review: 1 July 2023
Earlier today I posted Internal Rate of Return (IRR) data on the Sector BPI Plus portfolios. This review of the Carson, one of four Sector BPI portfolios, walks readers through the process of how to manage a sector portfolio. Carson Investment Quiver Below is the current investment quiver and holdings in the Carson. The sector […]
Schrodinger Portfolio Update: 3 July 2023
The Schrodinger is an Intelligent Portfolio based at Schwab. At least this is how Schwab identifies portfolios managed by computer. I think of this investing style as Robo Advisor portfolios. Regardless, this type of investment is as easy as it gets. After setting up the portfolio with Schwab (other brokers have similar offerings) all one […]
Bohr Portfolio Update: 3 July 2023
Now that the second quarter is history, portfolios lagging in performance are under scrutiny. The Bohr is one such portfolio. With all the positive signals emanating from the Sector BPI investing model. with permission from the owner, I am in the process of slowly migrating the income driven Bohr over to the Sector BPI Plus […]
Millikan Sector BPI Portfolio Review: 5 July 2023
The Millikan portfolio is one of several Sector BPI Plus portfolio watched over here at ITA. While it is very early in July, the results are positive thus far, something not exactly expected for this time of year. As an aside, readers who enjoy trumpet music will find this Youtube Video most pleasing.
Rutherford Portfolio Review (Tranche 2): 7 July 2023
After last week’s pre-holiday fireworks the celebrations fizzed out after the holiday and US equities closed down ~1% lower than last week’s close: Another re-test of the 4300 level would not surprise me – but then it’s anyone’s guess where we might go from there. Since we are getting towards mid-summer a sideways market into […]
Franklin Sector BPI Portfolio Update: 8 July 2023
As a followup to the BPI data posted earlier this morning, updating the Franklin will explain to ITA readers how one handles the sale of VNQ. Real Estate BPI data recommended selling all shares a few weeks ago. When the sell signal showed up I set a Trailing Stop Loss Order for VNQ. The […]
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