Change is the investor’s only certainty. – T. Rowe Price, Jr. Huygens is the Sector BPI portfolio up for review today. In this review I’ve included what I call the Portfolio Sector Report. Readers will find it is the fifth screenshot. The reason for including this information is so those using the Sector BPI model […]
Pauling Sector BPI Portfolio Review: 14 February 2024
If you checked either the Forum or a comment under the latest Bullish Percent Indicator post you found the latest move among the sectors that make up the U.S. Equities market. The sector in question is identified in the analysis of the Pauling so follow along as I walk through this February review.
Gauss Sector BPI Portfolio Review: 13 February 2024
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 […]
Franklin Sector BPI Portfolio Review: 9 February 2024
Franklin is the Sector BPI portfolio schedule for review today. I adjusted the Maximum Asset Allocation percentages for the three U.S. Equities in order to emphasize VOO as it is the S&P 500 option. Holding more shares of VOO will keep the Franklin closer to the S&P 500 (SPY) standard.
Kepler Sector BPI Portfolio Review: 5 February 2024
Kepler consistently ranks in the bottom quartile of the portfolios I track here at ITA. As one of the more recent portfolios to be moved to the Sector BPI investment model the objective is to watch the growth, be it negative or positive, over the next year or so. Readers will note that I’ve added […]
Franklin Sector BPI Portfolio Review: 31 January 2024
Next month ITA will celebrate its 16th birthday. To hold down the cost of operating this free blog I delete old posts in order to control storage space. This is why blogs going back more than 10 years are no longer available. Here is one of the older posts for the Franklin, the portfolio up […]
Einstein Portfolio Review: 29 January 2024
Einstein is the Sector BPI portfolio up for review this morning. One change made to the investment quiver is the addition of Developed International Equities (VEA) and Emerging Market Equities (VWO). Neither asset class is currently recommended for purchase so now is a good time to add these two additional securities to the investment quiver. […]
Bohr Sector BPI Portfolio Review: 25 January 2024
Before proceeding with the Bohr review, on occasion I see where an interested investor subscribes to the ITA Wealth Management blog, but they do not show up as a Guest. If I do not see a Guest registration I am unable to elevate the user to the Platinum level so they can read all the […]
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