McClintock is a relative young Sector BPI portfolio, launched in mid-October of 2023 so it did not experience the correction or market dip in 2022. In this blog post I show the current holdings, Internal Rate of Return (IRR) performance, risk ratio data, and how well the
Millikan Portfolio Review: 9 April 2026
Millikan is another Asset Allocation portfolio that is set up to resist a possible recession. The portfolio is well diversified in that it covers all U.S. Equities, Developed International Equities, Emerging Markets, Gold, Artificial Intelligence, Dividend ETFs, and several essential sector ETFs.
Franklin Sector BPI Portfolio Review: 14 April 2026
Franklin is the Sector Bullish Percent Portfolio scheduled for a review this morning. This is one of three portfolio using the Sector BPI investing model. New readers to the ITA blog may find this management style of interest as it is showing to be
Schrodinger Portfolio Update: 17 April 2026
Time once more to update the Schrodinger, a truly passive portfolio as the owner does nothing except add cash to the account. As the market moves higher the Schwab computers are standing pat and not purchasing additional shares despite increasing the level of cash. Schrodinger Security Holdings
Carson Sector BPI Portfolio Update: 23 April 2026
Carson is one of three portfolios using the Sector BPI investing model. When I updated the March performance I noticed the monthly loss for the Carson was 1/10 the loss of several asset allocation portfolios. Just another reminder as to how well the Sector BPI investing model is working.
Copernicus Portfolio Update: 27 April 2026
The original management strategy for the Copernicus portfolio was to invest in the S&P 500 (SPY or VOO) and continue to do so while adding money on a regular basis. I’ve deviated from that original plan slightly as the current market is overvalued or as we say, overbought. However,
Financial Repression: Part 1
This series on Financial Repression may be the most important blogs I have posted over the past 18+ years. Keep in mind that I am not providing financial advice. That is a major disclaimer. Rather I am telling readers what I am learning and how I intend to act based
Gauss Portfolio Review: 29 April 2026
Yesterday the U.S. Equities market took quite a hit. This morning stocks are down again. What is going on to drive down the S&P 500, a good benchmark for monitoring the overall market? Check out this YouTube video. If the video does not start at the beginning,
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