Investors employing the Sector BPI Plus model will find useful information in the follow Bullish Percent Indicator data. Looking at the index information we see a U.S. stock market driven by large-cap stocks. Small- and mid-cap stocks are strengthening, but have yet to fully participate in the upward trend. Be sure to check out the […]
Archives for July 2023
Gauss Sector BPI Portfolio Review: 14 July 2023
Gauss is the Sector BPI Plus portfolio up for review this morning. A month or so ago I added a “tweak” to the original Sector BPI model in an effort to patch up what was a likely problem when a sector was sold and then returned to the overbought zone. The patch added several equity […]
Bethe Portfolio Update: 13 July 2023
In addition to updating the Bethe portfolio, this account is undergoing significant changes. Simplification of the holdings is coming with the hopes of reducing portfolio churning while increasing the return/risk ratio. Numerous limit orders are in place to sell most of the CEFs and as cash becomes available, shares will be purchased from a smaller […]
Pauling Portfolio Review: 12 July 2023
While the Pauling was not scheduled for review today, the large percentage of cash in the portfolio required some attention. This portfolio is either the poorest or next to the poorest performer of all the ITA portfolios. That is another reason to keep on top of this account. I’ve moved the investing model from the […]
Copernicus Portfolio Review: 11 July 2023
Now that we are well into July and all second quarter dividends are reported, it is time to update the ITA portfolios and record those dividends. Dividends are in short supply for the Copernicus as this is a growth oriented portfolio, not an income generator. As a growth portfolio June was an excellent month as […]
Kepler Portfolio Review: 10 July 2023
Kepler is the portfolio up for review this morning. Committed readers of this blog likely noticed that over the past several months I’ve been simplifying most of the portfolios. When the last performance table was posted three portfolio investment styles stood out. Investing only in U.S. Equities as modeled by the Copernicus was number one. […]
Kahneman-Tversky Portfolio Review: 7 July, 2023
The Kahneman-Tversky Portfolio is a simple Dual Momentum portfolio that invests in only one asset in each portion of a 2-split portfolio where the split is based on different look-back periods to measure Momentum. The Kahneman portion uses a single 252-day lookback period to measure momentum – and this reacts slowly to changes in market […]
Hawking Portfolio Review: 7 July 2023
The Hawking Portfolio is an “Income” portfolio built from Closed-End-Funds (CEFs) with distribution yields in excess of 8%. The portfolio needs very little maintenance other than to re-invest dividends so as to optimize geometric returns. Current holdings in the portfolio look like this: that has produced the following performance to date: i.e. it has generated […]
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