As we near the end of the second quarter I thought readers might find it useful to see some data as to how well the different sectors performed when used in the Sector BPI Plus model. What I did was use the Investment Account Manager (IAM) commercial portfolio
Archives for June 2023
Copernicus Portfolio Update: 28 June 2023
After updating a few lackluster portfolios, it is refreshing to review a strong yet simple portfolio. Other than the Schrodinger where the owner does noting but save, the Copernicus comes in a close second for simplicity. Copernicus Investment Quiver and Holdings Below
Bethe Portfolio Review: 27 June 2023
The following Bethe update is not so much where the portfolio is currently. Rather, it is the direction the portfolio is moving in the future. Currently, the Bethe holds a high percentage of the portfolio in income generating CEFs. While I have many limit orders in
Rutherford Portfolio Review (Tranche 4): 23 June 2023
It wasn’t a great week for US equities with the S&P 500 Index pulling back from the 1SD upper boundary of the uptrend channel: It still looks possible for US equities
Bullish Percent Indicators: 23 June 2023
While this past week was purported to be one of the weakest weeks for equities since last March, the Bullish Percent Indicators paint a slightly less pessimistic picture. While every major index, with exception of the two Dow indexes, declined slightly, all with exception
Rutherford Portfolio Review (Tranche 3): 16 June 2023
Another bullish week in US Equities with the SPX continuing it’s move within the uptrend channel and sitting at the upper 1 SD boundary – where we may see some resistance: This week’s performance in US equities placed pretty near the
Rutherford Portfolio Review (Tranche 2): 9 June 2023
US equities continued to confirm their bullish trend over the past week although they could not close above the 4300 mark: 4300 is the 61.8% Fibonnaci retracement level from the October 2022 lows to the prior January 2022 all-time high. It is also a significant area of
Bullish Percent Indicators: 9 June 2023
Bullish Percent Indicator (BPI) data for the past week shows positive increases in nearly all the major indexes. As for the individual sectors, Utilities is still recommended as a Buy as the BPI continues to rest on the 30% bullish mark. Index BPI U.S.
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