Huygens is another ITA portfolio in a state of flux as I’m transitioning over to the Sector BPI investing model. One more CEF is up for sale and that security is KYN. SPE was sold out of the portfolio this morning.
Einstein Sector BPI Portfolio Review: 3 November 2023
If you missed my Comment attached to the most recent BPI post, reference it now as there are a few BPI data changes due to the positive market movement over the past few days. This review of the Einstein will reflect these changes. The current portfolio is well position for market activity over the next […]
Rutherford Portfolio Review (Tranche 3): 3 November 2023
It was a very bullish week in the US Equity markets with the SPX (S&P 500 Index) closing up 5 days in a row and ~6% higher than last week’s close: We are now sitting at the top of the 1 SD boundary of the shorter-term downtrend channel and back within the 2 SD lower […]
Bethe Sector BPI Portfolio Review: 6 November 2023
After spending the past few weeks repositioning several portfolios, Bethe being one, security transactions should decrease over the next few months. A strong stock market last week pushed several sectors out of the oversold zone leaving only Staples and Materials as the remaining Buy options. The Sector BPI Plus portfolios I’m tracking hold the recommended […]
Improving the Sector BPI Investing Model
If you were paying attention to the last screenshot of the Bethe review earlier this morning, you noticed that VTI was a negative contributing factor to portfolio performance while VOO added little to the IRR value. Only ESGV played an important role and that was likely due to the period when it was part of […]
Pauling Sector BPI Portfolio Review: 7 November 2023
If you are prevented from reading this blog post, register as a Guest and wait for me to upgrade you to the Platinum level. Registration is free to all who register as a Guest. To learn more about the Sector BPI Plus model, check out this Seeking Alpha article. Yesterday I posted a blog as […]
Einstein Sector BPI Portfolio Review: 8 November 2023
Einstein is one of several portfolios recently converted or moved to the Sector BPI Plus investing model. This is an early review of the Einstein as I’m updating portfolios before the 33-Day rotation schedule as I want to be sure the oversold sectors are fully populated and Trailing Stop Loss Orders (TSLOs) are set for […]
Carson Portfolio Review: 8 November 2023
Carson is the oldest ITA portfolio using the Sector BPI Plus investing model and as such will include more performance details in the following review. Two sectors remain in the oversold zone and they are: Materials (VAW) and Staples (VDC). Both are fully populated as readers will see in the following update.
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