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

Archives for November 2023

Copernicus Portfolio Update: 14 November 2023

November 14, 2023 By Lowell Herr

From one of the poorest portfolio performers (Kepler) we now shift to one of the best performers.  In addition, no particular skills are needed to manage the Copernicus, the portfolio up for review today.  Copernicus is the portfolio I highly recommend for those working full-time and

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

Rutherford Portfolio Review (Tranche 4): 10 November 2023

November 12, 2023 By hedgehunter

US equity markets started the week quietly but showed more volatility towards the end of the week closing up modestly from last week’s close: Although we closed slightly above resistance (and the prior high) at ~4400 we are still within the 2SD boundary of the downtrend channel

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

Improving the Sector BPI Investing Model

November 6, 2023 By Lowell Herr

This Hubble image gives the most detailed view of the entire Crab Nebula ever. The Crab is among the most interesting and well studied objects in astronomy. This image is the largest image ever taken with Hubble’s WFPC2 camera. It was assembled from 24 individual exposures taken with the NASA/ESA

Filed Under: Sector BPI Tagged With: Sector BPI

Bethe Sector BPI Portfolio Review: 6 November 2023

November 6, 2023 By Lowell Herr

After spending the past few weeks repositioning several portfolios, Bethe being one, security transactions should decrease over the next few months.  A strong stock market last week pushed several sectors out of the oversold zone leaving only Staples and Materials as the remaining Buy

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

Rutherford Portfolio Review (Tranche 3): 3 November 2023

November 5, 2023 By hedgehunter

It was a very bullish week in the US Equity markets with the SPX (S&P 500 Index) closing up 5 days in a row and ~6% higher than last week’s close: We are now sitting at the top of the

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

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  • Huygens Portfolio Review: 13 May 2025 May 14, 2025
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Portfolios coming up for review.  Carson, Huygens, and Schrodinger 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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