Welcome to the Winter Solstice. Christmas is soon here and 2024 to follow. November was an outstanding month for equities and December should also end on a positive note. This review of the Bethe Portfolio reflects these good times for U.S. stocks. There is one major change for those using the Sector BPI model. Communication […]
Intelligent Portfolio: Schrodinger Portfolio Update: 20 December 2023
Schwab’s Intelligent Portfolio, the Schrodinger, is up for review today. This portfolio was launched a number of years ago to answer the question, “Who Will Manage the Family Portfolio When I Die?” Of the three portfolio investment strategies tracked here at ITA Wealth Management, the Schrodinger is by far the easiest to manage. All one […]
Bohr Portfolio Review: 18 December 2023
Last Friday VPU and VNQ were sold out of the Bohr as the Trailing Stop Loss Orders (TSLOs) were struck. The sale of these two sector ETFs results in a 34% cash level so some decisions are required as to what to do with this money. No sectors are currently in the Buy or oversold […]
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 […]
Analyzing Sector Investing Model Sector By Sector: 13 December 2023
How well is the Sector BPI investing model performing is a cogent question? Carson is the oldest portfolio using this investing model and it is less than two years old. Other portfolios were gradually switched to this model as the data began to support a move to this investing approach. It is still early in […]
Carson Sector BPI Portfolio Review: 13 December 2023
Wow! What a good day for U.S. Equities. How did the Carson portfolio, one of 13 Sector BPI accounts, perform compared to the S&P 500? When last check the BPI data six sectors were overbought. They are: Financial, Health, Industrial, Technology, Utilities and Real Estate. I don’t think all the BPI data for today is […]
Franklin Sector BPI Portfolio Review: 8 December 2023
This update of the Franklin will be short as only one change is in the offing and that has to do with a single sector (VHT). More on this later. The first thing I did before starting this review was to update all the sector Bullish Percent Indicators (BPI). A complete BPI post will go […]
Pauling Sector BPI Portfolio Update: 6 December 2023
Since there are no purchase recommendations and all the appropriate TSLOs are in place, this is a quick update of the Pauling to check on the direction of the portfolio. Is the portfolio moving in the right direction? In other words, is the Sector BPI investing model help or hindering the Pauling?
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