We end July 2024 with an update of the Millikan portfolio. This Sector BPI account is performing quite well when compared to the SPY benchmark. Little has changed within the sectors as there are no new buy recommendations and Consumer Staples is not overbought. I did not include the Manual Risk Adjustment worksheet in this […]
Carson Sector BPI Portfolio Review: 1 August 2024
Carson is the Sector BPI portfolio up for review this morning as we enter the “Dog Days” of summer. Carson is the oldest Sector BPI portfolio and the top performer. Only the Copernicus is a better performer when it comes to return on investments.
Copernicus Portfolio Review: 2 August 2024
Despite the significant selloff of equities, the Copernicus continues to smash the SPY benchmark. Lack of an interest rate cut, unrest in the Middle East, higher unemployment, lower than anticipated jobs report all likely contributed to today’s market drop. Regardless of the reasons, stick with the numbers as they eventually tell the story. As readers […]
Rutherford Portfolio Review (Tranche 2): 2 August 2024
The pullback in US Equities continued this week as prices broke below the lower boundary of the bullish trend channel that started in April: Although it is a little early to declare a correction in the trend (requires a 10% pullback) I have drawn a tentative new bearish channel to guide our eyes as to […]
Returning To Investing Roots: 5 August 2024
This ITA Wealth Management blog has been chugging along for approximately 16.5 years. Over the last few months I’ve moved several portfolios back to what I call my investing roots or what is known as the Asset Allocation model. While I loosely used this model for years going back into the 1960s through the 1990s, […]
Hawking Portfolio Review: 2 August, 2024
July dividend distrubutions are in and ~$1,000+ “Income” is available for re-investment since I don’t need the “income”. Current holdings in the portfolio look like this: and, with the recent pullback I shall be looking for assets that are presently under-allocated and, maybe, ready to bounce so as to add a few more shates. I […]
Einstein Asset Allocation Portfolio Review: 5 August 2024
Before moving into the Einstein update, users of the Sector BPI investing model need to be aware that Discretionary, Energy, and Technology dropped into the oversold zone. I purchased shares of VCR, VDE, and VGT for several portfolios this morning. And now for the Einstein update. As mentioned in several blogs back, the owner of […]
McClintock Sector BPI Portfolio Review: 6 August 2024
If you follow the Comments you were notified that Discretionary, Energy, and Technology dipped into the oversold zone. As a result, I picked up ETFs of VCR, VDE, and VGT yesterday for the McClintock portfolio. How well did the McClintock negotiate the recent draw-down? Are we headed into a recession and what is the FED […]
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