Einstein is one of the portfolios where I am focusing on equities, but with bond options when equities are out of favor. As readers will see in a moment, no securities are in “full bloom” at the moment. Several are in Hold mode. No Buy options are showing up when the investing model is set […]
Archives for September 2023
Franklin Portfolio Review: 5 September 2023
Franklin is another Sector BPI Plus portfolio where we use sector ETFs as the primary security source based on information that comes out of the Bullish Percent Indicator data. At this time no sectors are listed in the oversold zone and we already have all the overbought sectors either sold or still holding Trailing Stop […]
Copernicus Portfolio Review: 4 September 2023
With markets closed due to Labor Day, this seems like an appropriate time to review the Copernicus portfolio as no sell decisions are required. As readers will recall, the Copernicus is the portfolio where we continue to purchase U.S. Equities as new cash and dividends provide opportunities to build the portfolio.
Portfolio Performance Comparisons: 1 September 2023
Since it has been a number of weeks since the last performance comparison update, a few explanations are in order. The portfolios are broken into groups depending on the investing model. Several portfolios are moving to different investing models. The next time this table is presented there will be changes in the groupings. The Annual […]
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 two portions with different lookback periods to measure momentum in […]
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 ETF. In addition to these 5 ETFs the portfolio […]
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 – that is encouraging. However, the bearish candles of the past […]
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 BPI All seven indexes are within +/- 10% of 50% bullish […]
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