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 […]

Gauss is another portfolio last reviewed in January so I am bringing it into the February fold with this update.  As readers will see in the security holding worksheet, I’ve added VEA and VWO as potential options.  These international equities add diversity to the Gauss Sector BPI portfolio.  Neither VEA or VWO are currently recommended […]

Early this morning I checked the current Bullish Percent Indicators (BPI) and no sectors are in the oversold zone.  Therefore, no purchases are scheduled for the Gauss portfolio. For new subscribers, oversold is defined as a situation where 30% or fewer stocks within a sector are bullish.  To learn more about BPI data, go to […]

Gauss just passed birthday number one as a Sector BPI portfolio.  How well has the portfolio performed vs. the S&P 500 on both an absolute scale (Information Ratio) and a risk adjusted basis(Jensen Performance Index)?  Both measurements are important.  The following analysis will answer these questions. About a year ago I was dissatisfied with the […]