It is somewhat unusual to find eight (8) of the eleven (11) sectors populating a Sector Bullish Percent Indicator (BPI) portfolio. Such is the case with the McClintock this morning. While the overall market is hovering at or near all-time highs, there is weakness within the general market and that is showing up within a number of sectors. This is why 8 of the 11 sectors dropped into the … [Read More...]
McClintock Sector Asset Allocation Portfolio Update: 21 October 2026
It is somewhat unusual to find eight (8) of the eleven (11) sectors populating a Sector Bullish Percent Indicator (BPI) portfolio. Such is the case with the McClintock this morning. While the overall market is hovering at or near all-time highs, … [Read more]
Kepler Portfolio Update: 20 October 2026
The Kepler portfolio is moving closer to having all asset classes closer to target each month. As with several other ITA portfolios, the Kepler is set up to minimize a market correct by using value, dividend producers, and inflation protection … [Read more]
Huygens Asset Allocation Portfolio: 19 October 2026
Huygens is a classic asset allocation portfolio with the ETFs skewed toward value instead of growth. There is also an emphasis on inflation protection and dividend generation. The plan is for this portfolio to withstand, to some degree, a major … [Read more]
Darwin 2026 Portfolio Review: 16 October 2026
US Equities lost a little ground over the past week with the SPX (S&P 500 Index) dropping ~2% from last week's close and the all-time highs. We remain in a long-term bullish uptrend channel but trading has remained in a fairly narrow 240 point … [Read more]
ChatGPT Evaluates The Copernicus Portfolio
The Copernicus Portfolio at ITA Wealth Management: Is It a Useful Investing Method? The Copernicus Portfolio at ITA Wealth Management is worth examining if you are interested in systematic investing, portfolio diversification, and methods for … [Read more]
Millikan Portfolio Update: 15 October 2026
The Millikan portfolio is a relatively simple asset allocation portfolio. Other than VTI the portfolio is in balance. As with a number of other portfolios, I am waiting for the coming market correction. Any type of correction could be months … [Read more]
Copernicus Portfolio Update: 13 October 2026
Are you looking for an easy portfolio to model or a low intensive investing model? Other than the Schrodinger, the Copernicus is about as low maintenance as one will find. Yes, it is slightly more complicated than initially envisioned. That added … [Read more]
Dirac 2026 Portfolio Review: 12 October 2026
US Equities continue to consolidate in a narrow range - with the SPX (S&P 500 Index) having tested previous all-time highs last week. Over the past week there was evidence of a rotation into more defensive sectors with Consumer Staples, Energy … [Read more]
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