Huygens is another ITA portfolio in a state of flux as I’m transitioning over to the Sector BPI investing model. One more CEF is up for sale and that security is KYN. SPE was sold out of the portfolio this morning.
Bohr Sector BPI Portfolio Review: 30 October 2023
The Bohr portfolio is new to the Sector BPI investing model. Positioning the different sectors that are oversold is primarily what is happening in this review or update. There is a significant percentage in cash and that will be allocated to sectors that are under populated and are oversold based on Bullish Percent Indicator data. […]
Gauss Sector BPI Portfolio Review: 26 October 2023
Gauss is one of the more recent portfolios to be moved from the Relative Momentum model (expanded version of the Dual Momentum model) over to the Sector BPI Plus model. This conversion occurred a little less than one year ago. I just checked to see how well this Investment Quiver performed vs SPY. Over the […]
Huygens Portfolio Review: 23 October 2023
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 […]
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