Bohr is currently classified as a Sector BPI Plus portfolio, but it is still in transition from a Growth and Income portfolio. This portfolio continues to hold a number of Closed-End-Funds (CEFs). Now that the third quarter dividends are in I’ll be selling them and reinvesting in the oversold sectors.
Rutherford Portfolio Review (Tranche 4): 13 October 2023
The week started with a continuation of the recovery bounce that we saw at the end of last week – but this was to be negated on Thursday and Friday with the earlier gains being given back and US equities closing the week only ~0.25% higher than last week’s close and moving lower: The upper […]
Carson Sector BPI Portfolio Update: 16 October 2023
The Carson is the oldest Sector BPI portfolios and one of the better performers tracked here on the ITA blog. The current condition is going to be one to watch as it will be a good test to see if the Sector BPI model can outperform the S&P 500. Based on the Bullish Percent Indicator […]
Copernicus Portfolio Review: 17 October 2023
Copernicus is the portfolio up for review this morning. If you have been reading the ITA blog for any length of time you are well aware of the simple investing philosophy behind the Copernicus. Save, invest in U.S. Equities and forget. Ride out the highs and lows of the U.S. Stock Market. The Copernicus is […]
Franklin Sector BPI Portfolio Review: 18 October 2023
Franklin is the Sector BPI portfolio scheduled for review this morning. A number of months ago this portfolio was a “laggard.” Improvement began when this portfolio was moved to the Sector BPI Plus investing model. Follow the analysis below for additional information.
Millikan Sector BPI Portfolio Review: 18 October 2023
Millikan is another Sector BPI Plus portfolio that adding evidence to the positive benefits of this investing model. With the number of portfolios using the sector model, and reviewing these portfolios on different days, the luck-of-the-review-day is minimized. Before the end of this year I plan to add the Kepler and Pauling portfolios, two poor […]
Rutherford Portfolio Review (Tranche 1): 20 October 2023
It was a bad week for equities with the SPX (S&P 500 Index) dropping ~2.5% on the week: We are now back in the potential support zone (shaded area) near the prior pivot low at ~4200 and close to the bottom of the 2SD boundary of the longer term bullish uptrend channel. On the pessimistic […]
Huygens Portfolio Review: 23 October 2023
Huygens is another portfolio in transition to the Sector BPI model. The plan is to have all these moves well in the process by November 1. The goal is to simplify the investment quiver as much as possible. Here are a two things I am looking for in a portfolio. Diversity: ETFs provide this in […]
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