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You are here: Home / 2023 / Archives for February 2023

Archives for February 2023

Copernicus Portfolio Review: 27 February 2023

February 27, 2023 By Lowell Herr Leave a Comment

Copernicus is on the dock to be updated this morning.  ITA readers who have been checking in regularly know this portfolio is U.S. Equity specific and the goal is to never sell.  Only purchase more shares when cash becomes available.  When to buy is not

Filed Under: Copernicus Portfolio, Passive vs. Active, Portfolio Management Tagged With: Copernicus Portfolio

Rutherford Portfolio Review (Tranche 2): 24 February 2023

February 25, 2023 By HedgeHunter Leave a Comment

As we approach the end of February we see that the apparent recovery in US equities may not be as strong as we may have thought. This week saw another drop of ~2.7% in the SPX (S&P 500 Index) from last week’s

Filed Under: Portfolio Management, Portfolio Performance Tagged With: Portfolio Management, Portfolio Performance, Rutherford Portfolio

Bullish Percent Indicators: 24 February 2023

February 25, 2023 By Lowell Herr 4 Comments

Bullish Percent Indicators are ending February in a downward trend.  All major indexes are bearish, yet none are in the over-sold zone.  We need to check on Sectors to pick up an over-sold condition. Just a short word regarding the above photograph.  This past week Portland experienced the

Filed Under: Bullish Percent Indicators, Technical Indicators Tagged With: Bullish Percent Indicators

Rutherford Portfolio Review (Tranche 1): 17 February 2023

February 19, 2023 By HedgeHunter Leave a Comment

My apologies for not posting a Tranche 5 review last week but adjustments were made as reported below. Now that I am back from my travels, with reliable internet connections,  I will get back to my regular posting schedules. US equities closed relatively unchanged from last

Filed Under: Portfolio Management, Portfolio Performance Tagged With: Portfolio Management, Portfolio Performance, Rutherford Portfolio

Carson Portfolio Review: 20 February 2023

February 18, 2023 By Lowell Herr Leave a Comment

Earlier this morning I posted BPI data and that information will impact the four Sector BPI portfolios, the Carson being one.  This review will lay out the process I go through when working with a Sector BPI portfolio.  From the BPI data

Filed Under: Carson Portfolio, Sector BPI Tagged With: Carson Portfolio, Sector BPI

Celebrating 15 Years of ITA Wealth Management: 14 February 2023

February 14, 2023 By Lowell Herr 11 Comments

In addition to Valentine’s Day, today is the 15th anniversary of the launch of ITA Wealth Management.  Investing evolution is evident since my first blog back in 2008.  As you may recall, the stock market was in free-fall that year and it extended through the first quarter of

Filed Under: Uncategorized Tagged With: Miscellaneous

Huygens Portfolio Review: 9 February 2023

February 9, 2023 By Lowell Herr 2 Comments

As one of three income oriented portfolios, the Huygens turned in an excellent January with a gain in excess of 11.0%.  I don’t anticipate this increase will continue. This review or update will show a few necessary changes as two Closed-End-Funds (CEFs) are not meeting

Filed Under: Huygens Portfolio, Income Tagged With: Huygens Portfolio, Income

Kahneman-Tversky Portfolio Review: 3 February 2023

February 8, 2023 By HedgeHunter Leave a Comment

The Kahneman-Tversky Portfolio is a simple Dual Momentum Portfolio that needs little management/adjustment. It is split into two portions – one that is relatively slow in reacting to changes in market conditions – the Kahneman portion – and one that reacts a little more

Filed Under: Kahneman-Tversky Portfolio, Portfolio Management, Portfolio Performance Tagged With: Kahneman-Tversky Portfolio, Portfolio Management, Portfolio Performance

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