With the advent or launching of the Carson portfolio, the following Bullish Percent data takes on added significance as I am using the sector BPI data to make buy and sell decisions. Follow along and watch how the Carson integrates with the sector data found in the second screenshot below. Index BPI Four of the […]
Archives for November 2022
Rutherford Portfolio Review (Tranche 4): 25 November 2022
In a trade-shortened week leading into the Thanksgiving holiday, US markets showed their seasonal bullish trend with a ~1.5% gain on the week: This leaves US equities in a short-term bullish trend but still sitting at the top boundary of the longer-term bearish trend that has dominated performance Year-to-date. So, where we go from here […]
Thanksgiving Wishes
Happy Thanksgiving Sending all ITA readers Thanksgiving well wishes from Portland, Oregon. Thank you for keeping in touch and reading this investment blog. A few of you have been here for the nearly 15 years I’ve been writing this blog. A special thanks to Hedgehunter (David) for all his contributions to make this site even […]
McClintock Portfolio Review: 23 November 2022
Of all the Dual Momentum™ portfolios, the McClintock stands out as the top performer. The exact reason remains somewhat of a mystery. I attribute the excellent performance to the luck-of-review-day as the operational model is the same for all the DM portfolios. Based on five years of data with four different Dual Momentum (DM) portfolios, […]
Rutherford Portfolio Review (Tranche 3): 18 November 2022
It was a relatively quiet week in US Equity markets with the sector closing down slightly on the week and prices still sitting at the top of the 1 Standard Deviation (SD) longer-term downtrend channel and at the center of the shorter-term uptrend channel : It is still not clear where we might go from […]
Carson Portfolio Update: 18 November 2022
Carson is a new portfolio and as such I need to establish a baseline of data. Thus the reason for this blog post as no transactions are recommended. Normally I would post nothing concerning the Carson as there are no Buy or Sell recommendations. When I examined the Bullish Percent Indicator (BPI) data this morning, […]
Rutherford Portfolio Review (Tranche 2): 11 November 2022
Market reaction to Consumer Price Index (CPI) numbers released on Thursday, before the markets opened, resulted in a significant jump (~6%) in index prices: Although this news has encouraged investors to get back into the market (maybe to help Santa 🙂 ), and has generated a short-term bullish channel, we are still within a longer […]
Bullish Percent Indicators: 11 November 2022
Despite the strong U.S. Equities market at the end of this week, I did not anticipate we would see over-bought sectors of the market which in turn will impact the Carson portfolio. As you see in the second screenshot below, six of the ten sectors are over-bought when means we will set Trailing Stop Loss […]
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