Although US equities closed up ~2.5% from last week’s close it was not a smooth ride – with a bounce from last week’s close early in the week to a retest of the ~5000 support level on Thursday and a jump back up on Friday. We remain in the tentative downtrend channel that started ~1 […]
Franklin Sector BPI Portfolio Review: 29 April 2024
Franklin (named for Rosalind – British chemist) is a small Sector BPI portfolio or one of eleven ITA portfolio using this particular investing model. Not all eleven are reported on this blog as some owners prefer the data not be public. Several of the screenshots come out of the Kipling spreadsheet. The first, second, and […]
Carson Sector BPI Portfolio Review: 30 April 2024
Investors interested in or using the Sector BPI model will find this analysis of the Carson useful. When I get to the second screenshot you will see no purchase recommendations are called for as no sectors are in the oversold zone and VTI and VOO are fully populated. This does not mean we have zero […]
Copernicus Portfolio Review: 1 May 2024
Copernicus is an example portfolio designed for young folks who have little or no time to manage an investment portfolio. All that is required is to open up a broker account, set up monthly deposits, and then log in and purchase shares in one or more of the tickers found in the following investment quiver […]
Pauling Asset Allocation Portfolio in Review: 2 May 2024
After a few weeks since launch the Pauling is beginning to settle down into the Asset Allocation plan as envisioned. As with most portfolios I anticipate some additional evolutionary adjustments over the next year will occur. A few assets from the old model are currently oversubscribed or carry a higher percentage of the portfolio than […]
“Sell In May And Go Away”
“The exact provenance of the saying ‘Sell in May and go way, don’t come back until St Leger’s Day’ is unclear but a consensus has formed around the idea that it emerged due to stock market traders in the City of London observing a seasonal slowdown in activity during the summer months.” With the above […]
McClintock Sector BPI Portfolio Review: 3 May 2024
McClintock is one of several Sector BPI portfolios managed here at ITA. I described how I plan to handle these portfolios through the end of this year in the blog I posted yesterday. Follow along as I move through the analysis steps in this McClintock review.
Schrodinger Portfolio Update: 3 May 2024
Schwab rebalanced the Schrodinger a few days ago which motivated this review. For new readers, the Schrodinger is a Robo Advisor portfolio or one managed by computer. The investor does absolutely nothing other than set up an Intelligent Portfolio with Schwab and then save as much as you can as early as you can. Computers […]
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