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 Sector BPI Portfolio Update: 3 January 2024
Jeffrey Pine atop Sentinel Dome in Yosemite National Park – circa 1972 from scanned slide. This tree died in the late 1970s. While it is early to update the Gauss, I received numerous notices today that shares of several sector ETFs hit their TSLO strike prices. Shares of VAW and VCR were sold out of […]
Gauss Sector BPI Portfolio Review: 15 December 2023
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 […]
Gauss Portfolio Review: 16 November 2023
Gauss is a relatively newcomer to the Sector BPI investing model. It is also one of the portfolios I worked on during the last few weeks of October to purchase the recommended percentage of shares when several sectors were in the oversold zone. That opportunity is now history as there are no longer any sectors […]
Gauss Sector BPI Portfolio Review: 26 October 2023
Gauss is one of the more recent portfolios to be moved from the Relative Momentum model (expanded version of the Dual Momentum model) over to the Sector BPI Plus model. This conversion occurred a little less than one year ago. I just checked to see how well this Investment Quiver performed vs SPY. Over the […]
Gauss Portfolio Review: 10 October 2023
Gauss is one of six Sector BPI Plus portfolios managed here at ITA. Recent additions to this investing model are: Bohr and Bethe. Since the beginning of this year the Gauss reversed the Jensen trend from negative to positive and it continues to outperform the S&P 500 (SPY) benchmark. This week I sold off shares […]
Gauss Portfolio Review: 11 September 2023
Action is required for not only the Gauss portfolio, but the other Sector BPI Plus portfolios as three sectors are flashing Buy signals. Those three sectors are: Consumer Discretionary (VDC), Health (VHT), and Utilities (VPU). Utilities was recommended for purchase a week or so ago while Discretionary and Health are new recommendations.
Gauss Sector BPI Plus Portfolio Review: 17 August 2023
Gauss is the portfolio up for review this morning. We are approximately eight (8) months into the Sector BPI investing model with the Gauss and thus far the sector approach is working as laid out in the hypothesis last winter. We still need a business cycle or two before we can draw any significant conclusions. […]
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