Millikan is another Sector BPI Plus portfolio that is meeting expectations. If you are a new reader, check past blog posts on the Sector BPI investing model or keep reading the Sector BPI portfolio reviews that show up nearly every week. We use Bullish Percent
Archives for September 2023
Kahneman-Tversky Portfolio Review: 1 September, 2023
The Kahneman-Tversky (K-T) Portfolio is a simple Dual Momentum (DM) portfolio with a choice of only one ETF from a total of 3. It therefore requires very little time/effort to manage the portfolio. The only twist to this portfolio is that it is split into
Darwin Portfolio Review: 1 September 2023
The Darwin Portfolio is one of my portfolios that I don’t normally adjust too often. It holds 5 ETFs that represent 5 of the major asset classes and allocations are based on Risk Parity such that risk (as measured by volatility) is limited to 3% per
Rutherford Portfolio Review (Tranche 2): 1 September 2023
The past week was a bullish week for US equities: with SPX showing a 2.5% gain on the week. We have bounced nicely off the lower 1 SD boundary of the bullish channel and the 4300 support area and headed for the centre line
Bullish Percent Indicators: 1 September 2023
We need more weeks like this one as all indexes increased or held even in the percentage of bullish stocks. Nearly all sectors also improved during the week. Two sectors, Staples and Utilities, merit watching as both are close to the oversold zone. Index
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