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

Archives for June 2023

Carson Sector BPI Portfolio Review: 3 June 2023

June 3, 2023 By Lowell Herr

Rather than wait until Monday, this review of the Carson is a followup to the BPI data published earlier this morning.  As mentioned in that BPI post, both Energy and Real Estate moved out of the Buy zone while Utilities dropped into the Buy zone. The following post lays out how I intend to work […]

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

Bullish Percent Indicators: 2 June 2023

June 3, 2023 By Lowell Herr

Friday’s strong market turned out to be a positive injection for the U.S. Equities market.  International ETFs benefited as well.  This reaction to the debt limit solution is reflected in the first screenshot below.  What is somewhat surprising is that approximately 50% of the stocks in the indexes are still bearish.  In other words, the […]

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

Millikan Sector BPI Portfolio Review: 2 June 2023

June 2, 2023 By Lowell Herr

After updating the BPI data earlier this morning, only Energy remains in the Buy column.  Real Estate just move above the 30% bullish line.  Tomorrow I’ll post the latest BPI data which will provide guidance for Sector BPI portfolios next week.  For now, the Millikan has nearly a full complement of Energy (VDE) and a […]

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

Schrodinger Portfolio Review: 1 June 2023

June 1, 2023 By Lowell Herr

The Schrodinger is an excellent portfolio to lead off June as it is a “no decision” portfolio designed for investors who have no interest in the workings of the stock market.  Managed by computers at Schwab, the Schrodinger is known as a Robo Advisor account.  Schwab calls these accounts Intelligent Portfolios.  This portfolio was initially […]

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

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