As one of four Sector BPI portfolios, the Franklin continues to benefit from the sector investing model. Those benefits, while early in the hypothesis phase, are beginning to show promise as we can see from this data. Since the last review or update the Industrial (VIS) was sold out of the Franklin as the TSLO […]
Archives for June 2023
Analyzing Sector BPI Investing Model Sector By Sector: 29 June 2023
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 tracking program to group the four Sector […]
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 is the current investment quiver and holdings for the Copernicus. I added SHV […]
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 place to sell off the CEFs, the limit orders […]
Pauling Portfolio Review: 26 June 2023
When a portfolio fails to meet expectations, changes are required. That is what readers can expect to see in this review of the Pauling and what is coming over the next few months. Classified as a Dual Momentum™ portfolio, the Pauling is currently holding down the #15 spot. Instead of investing in a single ETF […]
Millikan Sector BPI Plus Portfolio Review: 26 June 2023
Little action is required of the Millikan as there are no sectors in the Buy zone. Refer back to the Bullish Percent Indicator post last Saturday. There is a small amount of cash available and that will be put to use as readers will see in a moment.
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 to pull back to the potential support zone at ~4300 but, in comparison with other major asset classes, this still leaves it in the […]
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 of the NASDAQ 100 remain bullish. Portfolio values did decline […]
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