Just as one sunny day does not constitute a summer, nor does one strong market day speak well for an entire week. Not all indexes and sectors of the market moved up this week as one might have anticipated. Two of the seven indexes reverted to the bearish side of the equation as did two […]
Kepler Sector BPI Portfolio Review: 26 March 2024
Kepler is another Sector BPI portfolio once managed using a Relative Momentum model. When the performance lagged I finally made the switch to the Sector BPI model. To see how this move is working out be sure to check on the very last screenshot of this blog post. If you signed up as a Guest, […]
Millikan Sector BPI Portfolio: 25 March 2024
Millikan is the Sector BPI portfolio up for review this morning. Earlier I checked the sector BPI percentages to see if either Staples or Utilities moving into either the oversold or overbought zone. No moves requiring any decisions showed up this morning. Of the three basic investing models I’m using with the ITA portfolios, the […]
Gauss Sector BPI Portfolio Review: 22 March 2024
“Knowing your tolerance for risk is critical to investment success.” – Richard A. Ferri Gauss is the Sector BPI portfolio up for review this morning. Readers who have been following this investment model are reminded we are currently in a “quiet” period when there is little buy or sell action. Most of the Sector BPI […]
Carson Sector BPI Portfolio: 21 March 2024
“Fund expenses have a direct impact on investment returns.” Carson, the oldest Sector BPI portfolio, is the account up for review today. With U.S. Equities pushing the upper limits no sectors are positioned in the oversold zone. In these market conditions investments focus of using available cash to populate VTI and VOO. As you may […]
Bethe Sector BPI Portfolio Review: 20 March 2024
“The greatest enemy of a good plan is the dream of a perfect plan.” – von Clausewitz Bethe is the Sector BPI portfolio up for review this morning. While the portfolio holds approximately 13% in cash, I’m not in a big hurry to invest this money with the market this high. Several limit orders to […]
Einstein Sector BPI Portfolio Review: 19 March 2024
“Realistic market expectations are important to investment planning.” – Richard A. Ferri Einstein is the Sector BPI portfolio up for review this morning. Before moving into the analysis there are a few comments I need to make about this portfolio. The Einstein carries more cash than is customary as the owner faces educational expenses later […]
Huygens Sector BPI Portfolio Review: 12 March 2024
“One quasi strategy that straddles market timing and portfolio tilt is sector rotation.” – Harold Evensky Huygens is the portfolio scheduled for review this morning. As the various ITA portfolios are updated, what should you look for? Instead of glossing over the analysis, take something away from these reviews that you can use to manage […]
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