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

Archives for April 2023

Copernicus Portfolio Review: 6 April 2023

April 6, 2023 By Lowell Herr

Copernicus is the passively managed portfolio up for review this morning.  This portfolio is easy to manage and update and it happens to be one of the more successful portfolios tracked here at ITA.  As readers will recall, the Copernicus is populated with U.S. Equities and the philosophy is to never sell.  Only save and […]

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

McClintock Portfolio Review: 4 April 2023

April 5, 2023 By Lowell Herr

McClintock is one of two Dual Momentum™ portfolios tracked here at ITA.  The other is the Pauling.  Based on current data, we have a new recommendation this morning as the DM model recommends International Equities.  To include Emerging Market Equities I use VEU as the investable ETF to fill this asset class.

Filed Under: McClintock Portfolio, Dual Momentum Tagged With: Dual Momentum, McClintock

Rutherford Portfolio Review (Tranche 2): 31 March 2023

April 1, 2023 By hedgehunter

The first Quater of 2023 ended with US equities putting in a strong performance closing up over 3.6% from last week’s close. Price is getting squeezed in that pendant zone between the 2 heavy yellow boundaries of the bearish and bullish trend channels. We can expect to see a breakout in one direction or the […]

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

Bullish Percent Indicators: 31 March 2023

April 1, 2023 By Lowell Herr

Bullish Percent Indicators ended the month of March on an uptick.  Every major index and sector is bullish.  Only Real Estate remains over-sold with 30% bullish.  It appears as if we now are in a “quiet” period for Sector BPI management as cash is minimal having been used to pick up shares of over-sold sectors.  […]

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

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