Huygens is another portfolio in transition to the Sector BPI model. The plan is to have all these moves well in the process by November 1. The goal is to simplify the investment quiver as much as possible. Here are a two things I am looking for in a portfolio. Diversity: ETFs provide this in […]
Bullish Percent Indicators: 20 October 2023
This was a poor week for U.S. Equities, but the possibility of a buying opportunity for those managing at least one Sector BPI Plus portfolio. Follow the logic presented below.
Millikan Sector BPI Portfolio Review: 18 October 2023
Millikan is another Sector BPI Plus portfolio that adding evidence to the positive benefits of this investing model. With the number of portfolios using the sector model, and reviewing these portfolios on different days, the luck-of-the-review-day is minimized. Before the end of this year I plan to add the Kepler and Pauling portfolios, two poor […]
Franklin Sector BPI Portfolio Review: 18 October 2023
Franklin is the Sector BPI portfolio scheduled for review this morning. A number of months ago this portfolio was a “laggard.” Improvement began when this portfolio was moved to the Sector BPI Plus investing model. Follow the analysis below for additional information.
Carson Sector BPI Portfolio Update: 16 October 2023
The Carson is the oldest Sector BPI portfolios and one of the better performers tracked here on the ITA blog. The current condition is going to be one to watch as it will be a good test to see if the Sector BPI model can outperform the S&P 500. Based on the Bullish Percent Indicator […]
Bohr Sector BPI Portfolio Review: 13 October 2023
Bohr is currently classified as a Sector BPI Plus portfolio, but it is still in transition from a Growth and Income portfolio. This portfolio continues to hold a number of Closed-End-Funds (CEFs). Now that the third quarter dividends are in I’ll be selling them and reinvesting in the oversold sectors.
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 […]
Bethe Portfolio Review: 4 October 2023
Bethe is a relative new Sector BPI Plus portfolio. Formerly a Growth and Income portfolio this portfolio still holds three Closed-End-Funds. Limit orders are in place to sell all shares of the CEFs which will free cash to populate to their fullest all the recommended sector ETFs. Upon checking the BPI data this morning, six […]
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