Schrodinger is the Robo Advisor or computer managed portfolio up for review this morning. Investors not interested in investing or have minimum time to track their investments will find this style portfolio fits their desire to be invested in the market. The Schrodinger is housed and managed by computers at Schwab. There is zero cost […]
Millikan Sector BPI Portfolio Review: 16 April 2024
Millikan is one of the better performing Sector BPI portfolios. Here is a bit more information as to how I am managing Sector BPI portfolios as we enter a very uncertain election season. The Sector BPI strategy remains in place as follows. If the model is viable it will work in all types of markets. […]
Carson Sector BPI Portfolio Update: 17 April 2024
Carson is the Sector BPI portfolio up for review this morning. This is the oldest portfolio using this particular investing model. There are a few tweaks this month. One of the main changes is to remove ESGV from the holdings so we can concentrate on VTI and VOO when sectors are out of favor, as […]
Kepler Sector BPI Review: 19 April 2021
Yesterday I posted a Forum notice that Technology dipped into the oversold zone. VGT is now a Buy. This morning I picked up a few shares of VGT for the Kepler and a limit order is in place to bring the Technology sector up to the recommended 10.4% of the portfolio. The fifth screenshot below […]
Rutherford Portfolio Review (Tranche 3): 19 April 2024
It was another bad week for US Equities with indices down ~3% on the week and now down over 5.5% from the highs at the beginning of the month. It may be a little early to be drawing bearish channels. but since we closed outside the bullish channel last week and have seen a continuation […]
Pauling Update: 24 April 2024
When I first began setting up this Asset Allocation portfolio I called it Pauling II. Now that the account is nearly established or fully populated I’m reverting back to the original name, Pauling. The philosophy behind this portfolio is to build a retirement account using tried and true diversification methods. The Pauling is diversified across […]
Gauss Sector BPI Portfolio Review: 24 April 2024.
Earlier this morning I posted a blog using Asset Allocation principles with the Pauling. Gauss uses an entirely different investing model. This investing model is unique to ITA Wealth Management and it is called the Sector BPI™ model. At least I’ve not found anyone else using this approach to investing. The idea is to purchase […]
Two-Year Summary of Sector BPI Portfolio Performance: 26 April 2024
Nearly two years ago I launched the first (Carson) of several Sector BPI portfolios. Eleven ITA portfolios are currently using this investing model. Not all are publicly reported here on the ITA blog. How are these eleven portfolios performing using this particular investing model? The following data table shows how the different sectors performed over […]
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