This past week I posted Internal Rate of Return (IRR) data for the combined performance of sectors used in the four Sector BPI Plus portfolios tracked here at ITA. Publishing only IRR data, while truthful, can be misleading when securities are held for short periods. The following data provides more information as it includes the […]
Millikan Sector BPI Plus Portfolio Review: 26 June 2023
Little action is required of the Millikan as there are no sectors in the Buy zone. Refer back to the Bullish Percent Indicator post last Saturday. There is a small amount of cash available and that will be put to use as readers will see in a moment.
Gauss Sector BPI Plus Portfolio Review: 20 June 2023
Gauss is another Sector BPI Plus portfolio (one of four) so the analysis of this account follows the same logic laid out in the Carson blog posted yesterday. As you will recall, two sectors are overbought and they are: Technology and Industrial. I don’t recall holding any shares in Technology (VGT) since launching this sector […]
Carson Sector BPI Plus Portfolio Review: 19 June 2023
Opening a busy week of portfolio reviews I figured the Carson would not need much attention as the Bullish Percent Indicator data last Saturday called for a TSLO to be placed on VIS and that would be it. This morning I found that the owner of the Carson added fresh money to the account and […]
Carson Sector BPI Portfolio Review: 3 June 2023
Rather than wait until Monday, this review of the Carson is a followup to the BPI data published earlier this morning. As mentioned in that BPI post, both Energy and Real Estate moved out of the Buy zone while Utilities dropped into the Buy zone. The following post lays out how I intend to work […]
Gauss Sector BPI Portfolio Review: 31 May 2023
Gauss is one of four Sector BPI portfolios currently managed here at ITA. Gauss is one of the last accounts to be shifted over to the BPI management model and thus far it is just holding its own with respect to the S&P 500 (SPY). As mentioned in prior Sector BPI portfolio reviews, I’ve tweaked […]
Tweaking Carson Sector BPI Portfolio: 29 May 2023
As mentioned in the most recent blog post, I’m tweaking the Sector BPI Plus investing model ever so slightly. If you move down to the second screenshot you will see that I added SPY and ESGV as additional U.S. Equity options. As with the Copernicus I now have VOO, VTI, SPY, and ESGV as U.S. […]
Franklin Sector BPI Plus Update: 26 May 2023
Franklin is the Sector BPI portfolio I’m examining today. Before progressing further I need to warn readers that Yahoo once again fiddled with their downloading codes so the Kipling data is not current. In fact it is a week old. This problem poses a question of what to do if the Kipling were to fail […]
- « Previous Page
- 1
- …
- 24
- 25
- 26
- 27
- 28
- …
- 33
- Next Page »
You must be logged in to post a comment.