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 – at the top of the support/resistance zone (shaded area) […]
Archives for October 2023
Bullish Percent Indicator Data: 6 October 2023
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 was confined primarily to large-cap stocks and we need to see […]
Schrodinger Portfolio Update: 6 October 2023
Yesterday I received notification from Schwab that the Intelligent Portfolio had been rebalanced. Since this is a rather infrequent event I decided to update the Schrodinger to see what changes occurred. There are a number changes and one would need to go back a review or two and compare the portfolios. Schrodinger Investment Quiver and […]
Einstein Portfolio Review: 6 October 2023
The Einstein portfolio is one of five Relative Strength portfolios tracked here at ITA. There are some differences in the settings of the different portfolios which influence decisions. For example, with the Einstein I am taking the long view in that the look-back period is longer and the investing model is the LRPC. Fewer trades […]
Pauling Portfolio Review: 5 October 2023
Pauling is the portfolio scheduled for review this morning and it is one of the poorest performing accounts tracked here at ITA. Last spring or summer I altered the investing model. To see if the change is having an impact on the return/risk ratio, pay special attention to the Jensen Performance Index and the Information […]
Bethe Portfolio Review: 4 October 2023
Bethe is a relative new Sector BPI Plus portfolio. Formerly a Growth and Income portfolio this portfolio still holds three Closed-End-Funds. Limit orders are in place to sell all shares of the CEFs which will free cash to populate to their fullest all the recommended sector ETFs. Upon checking the BPI data this morning, six […]
Carson Sector BPI Portfolio Update: 3 October 2023
Carson is the Sector BPI Plus portfolio up for review this morning. Real Estate is still in the oversold zone and thus far the Carson is not holding any shares of VNQ. There is insufficient cash to build VNQ up to the recommended 9.7% level so I placed a limit order to purchase as many […]
Franklin Sector BPI Portfolio Review: 2 October 2023
Several Sector BPI Plus portfolios are scheduled for review this week. Franklin is the first. I checked the BPI data this morning and it is too early for any Monday data to show up. I expected to see the market move up based on the U.S. Government remaining open for business. Instead, the market opened […]
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