Nearly two years ago I launched the first (Carson) of several Sector BPI portfolios. Eleven ITA portfolios are currently using this investing model. Not all are publicly reported here on the ITA blog. How are these eleven portfolios performing using this particular investing model? The following data table shows how the different sectors performed over […]
Gauss Sector BPI Portfolio Review: 24 April 2024.
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 […]
Kepler Sector BPI Review: 19 April 2021
Yesterday I posted a Forum notice that Technology dipped into the oversold zone. VGT is now a Buy. This morning I picked up a few shares of VGT for the Kepler and a limit order is in place to bring the Technology sector up to the recommended 10.4% of the portfolio. The fifth screenshot below […]
Carson Sector BPI Portfolio Update: 17 April 2024
Carson is the Sector BPI portfolio up for review this morning. This is the oldest portfolio using this particular investing model. There are a few tweaks this month. One of the main changes is to remove ESGV from the holdings so we can concentrate on VTI and VOO when sectors are out of favor, as […]
Millikan Sector BPI Portfolio Review: 16 April 2024
Millikan is one of the better performing Sector BPI portfolios. Here is a bit more information as to how I am managing Sector BPI portfolios as we enter a very uncertain election season. The Sector BPI strategy remains in place as follows. If the model is viable it will work in all types of markets. […]
Einstein Sector BPI Portfolio Review: 9 April 2024
Einstein is the Sector BPI portfolio up for review this morning. When updating a portfolio I check on the earnings for SHV as that value or percentage impacts the Jensen Performance Index. The yield is up from 4.81% to 4.95% which places downward pressure on the Jensen. The owner of the Einstein will need to […]
Franklin Sector BPI Portfolio Review: 5 April 2024
Franklin is the Sector BPI portfolio up for review today even though no sectors are in the oversold zone and we sold off all overbought sectors. The current holdings of Staples and Utilities are residing in the neutral zone. Over $2,200 remains in cash so we need to decide what to do with that money. […]
McClintock Sector BPI Portfolio Review: 2 April 2024
After spending the last few days developing and setting up the Pauling II Asset Allocation portfolio (not finished) it is time to get back to reviewing one of the many Sector BPI portfolios. McClintock is the portfolio scheduled for review this morning. Based on Bullish Percent Indicator (BPI) data from last week, no buy or […]
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