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

Archives for August 2023

Schrodinger Portfolio Review: 28 August 2023

August 28, 2023 By Lowell Herr

Schrodinger is the passively managed portfolio up for review this morning.  As a Robo Advisor or computer managed portfolio the owner of this portfolio does nothing except save or withdrawal from the account.  On rare occasions the Stock/Bond ratio may be altered, but I don’t

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

Rutherford Portfolio Review (Tranche 1): 25 August 2023

August 26, 2023 By hedgehunter

It was a rather confusing week in US equity markets with the SPX (S&P 500 Index) closing up ~0.8% over last week’s close: However, Thursday was a strong down day and it may be that the apparent early week strength was a bit of a

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

Bullish Percent Indicators: 25 August 2023

August 26, 2023 By Lowell Herr

Before beginning the BPI blogs I attempt to intuit the direction of the X and O side of the following tables.  When the stock market rebounded Friday I assumed we might see a few more X’s show up, particularly within the sectors.  Not so as only two sectors are bullish.

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

Millikan Portfolio Review: 23 August 2023

August 23, 2023 By Lowell Herr

Millikan is another Sector BPI Plus portfolio.  This portfolio began as a Dual Momentum™ model portfolio and I shifted it over to the Sector BPI model as the hypothesis seemed to be stronger than the DM approach.  More

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

Rutherford Portfolio Review (Tranche 4): 18 August 2023

August 19, 2023 By hedgehunter

It was another week of poor performance in US equity markets, with a little relief coming later in the day on Friday: however, we have now crossed below the centre line of the bullish channel, testing the 61.8% Fibonnacci retracement line that could provide

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

Bullish Percent Indicators: 18 August 2023

August 19, 2023 By Lowell Herr

The dog days of summer are at work when it comes to U.S. Equities as we observe another down week for stocks.  All the major indexes declined in the number of bullish stocks and we are getting close to a buy in one sector.  More

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

Gauss Sector BPI Plus Portfolio Review: 17 August 2023

August 17, 2023 By Lowell Herr

Gauss is the portfolio up for review this morning.  We are approximately eight (8) months into the Sector BPI investing model with the Gauss and thus far the sector approach is working as laid out in the hypothesis last winter.  We still need a business cycle or

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

Schrodinger Portfolio Review: 11 August 2023

August 12, 2023 By Lowell Herr

Since the Schrodinger is computer managed and therefore on “automatic pilot” as far as the owner is concerned, updating this portfolio can occur at anytime.  Now that we are close to the middle of August, I want to bring all portfolios last updated in July into August updates

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

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General Investment News

Portfolios coming up for review.  Bethe, Millikan, McClintock, Copernicus, and Pauling are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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