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

Archives for October 2023

Rutherford Portfolio Review (Tranche 2): 27 October 2023

October 29, 2023 By HedgeHunter Leave a Comment

It was a bad week for US equities with the SPX (S&P 500 Index) dropping over 2.5% from last week’s close: It has also now closed below the lower 2 Standard Deviation boundary of the early 2023 bullish uptrend channel (yellow line) and the 50%

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

Carson Sector BPI Portfolio Review: 28 October 2023

October 28, 2023 By Lowell Herr Leave a Comment

  Boats on the Willamette River As a follow up to the Bullish Percent Indicator (BPI) data presented earlier this morning, this review of the Carson (named after Rachel) lays out the logic an investor will use to manage a Sector BPI portfolio.  The Carson is the oldest Sector BPI

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

Rutherford Portfolio Review (Tranche 1): 20 October 2023

October 21, 2023 By HedgeHunter Leave a Comment

It was a bad week for equities with the SPX (S&P 500 Index) dropping ~2.5% on the week: We are now back in the potential support zone (shaded area) near the prior pivot low at ~4200 and close to the bottom of the 2SD boundary of the

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

Kepler Portfolio Transition: 21 October 2023

October 21, 2023 By Lowell Herr 4 Comments

  As promised this Kepler review begins the transition from the Relative Strength model to the Sector BPI Plus model.  I’ve simplified the Investment Quiver as readers will see in a moment. The Investment Account Manager (IAM) only holds end of the month data so

Filed Under: Kepler Portfolio Tagged With: Kepler Portfolio

Copernicus Portfolio Review: 17 October 2023

October 17, 2023 By Lowell Herr 1 Comment

Copernicus is the portfolio up for review this morning.  If you have been reading the ITA blog for any length of time you are well aware of the simple investing philosophy behind the Copernicus.  Save, invest in U.S. Equities and forget.  Ride out the highs and lows of

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

Rutherford Portfolio Review (Tranche 4): 13 October 2023

October 15, 2023 By HedgeHunter Leave a Comment

The week started with a continuation of the recovery bounce that we saw at the end of last week – but this was to be negated on Thursday and Friday with the earlier gains being given back and US equities closing the week only ~0.25%

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

Rutherford Portfolio Review (Tranche 3): 6 October 2023

October 8, 2023 By HedgeHunter Leave a Comment

We started the week with a continuation of the recent bearish trend and a test of the 4200 support level in the SPX, but Friday’s strong bounce led to a ~0.25% higher close from last week’s close.: However we are now re-testing the 4300 level

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

Bullish Percent Indicator Data: 6 October 2023

October 7, 2023 By Lowell Herr Leave a Comment

Based on Bullish Percent Indicator (BPI) data we still seem mired in the “Dog Days of Summer.”  The BPI graphs would look even worse if it were not for the strong day on Friday.  As readers will see in a moment, the Friday rebound

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

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  • Schrodinger Portfolio Review: 1 December 2023 December 1, 2023
  • Sector BPI Portfolio Report: 27 November 2023 November 27, 2023
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