Franklin is one of four portfolio currently managed using the Sector BPI Plus model. Yesterday I updated the Bullish Percent Indicator table (to be published tomorrow) and Telecom (VOX) was a Buy recommendation. Energy (VDE) is very close to a Buy. Look for the BPI data tomorrow.
Kahneman-Tversky Portfolio Review: 8 May, 2023
I am a little slow posting this review as I analyzed/adjusted it last week. However, it’s a simple and slow moving portfolio so the tardiness is likely not too significant. Prior to the adjustments I was holding VEA (International Equities) in the Kahneman portion of the
Hawking Portfolio Review: 12 May 2023
The Hawking Portfolio is essentially a Buy-And-Hold “Income” Portfolio built from Closed-End-Funds. Normally. the only actions required are to re-invest dividends into the Funds so as to maximize the benefits of compounding. At present, the composition of the portfolio looks like this: I
Copernicus Buy & Hold Portfolio Review: 18 May 2023
Copernicus is the only Buy & Hold portfolio managed here on the ITA blog site. Diversification comes from holding hundreds of companies in the United States. If one prefers to further diversify this portfolio one would add International Equities (VEU) to the options
Franklin Sector BPI Plus Update: 26 May 2023
Franklin is the Sector BPI portfolio I’m examining today. Before progressing further I need to warn readers that Yahoo once again fiddled with their downloading codes so the Kipling data is not current. In fact it is a week old. This problem poses a question of what to do
Bethe Portfolio Review: 30 May 2023
Before getting into the review of the Bethe portfolio the photo above reminds me of when Memorial Day was referred to as Decoration Day. This was a day to decorate graves, particularly of fallen war soldiers. Small towns celebrated the day with a parade that included the high school band, decorated bicycles, tractors, fire engines, […]
Schrodinger Portfolio Review: 1 June 2023
The Schrodinger is an excellent portfolio to lead off June as it is a “no decision” portfolio designed for investors who have no interest in the workings of the stock market. Managed by computers at Schwab, the Schrodinger is known as a Robo Advisor account. Schwab calls these accounts
Hawking Portfolio Review: 2 June 2023
The Hawking Portfolio continues to outperform the AOR benchmark Fund over the long term despite giving back a lot of it’s lead from the February highs: We are still trying to recover from the ~25% Draw-Down experienced in 2022. Current holdings look
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