Last Friday VPU and VNQ were sold out of the Bohr as the Trailing Stop Loss Orders (TSLOs) were struck. The sale of these two sector ETFs results in a 34% cash level so some decisions are required as to what to do with this money. No sectors are currently in the Buy or oversold […]
Archives for December 2023
Rutherford Portfolio Review (Tranche 1): 15 December 2023
Well, Santa sure pulled us through that strong resistance zone at ~4600 in the SPX (S&P 500 Index) and US equities closed the week up ~2.8% from last week’s close after 2 weeks of sideways consolidation: now the challenge will be to see whether we can reach the January 2022 all-time highs at ~4820. Despite […]
Bullish Percent Indicators: 15 December 2023
Bullish Percent Indicators (BPI) as shown in the following two tables provides a broad behavioral view of the U.S. Equities market. The second table breaks the market into its eleven different sectors and it is that data we use to manage the Sector BPI portfolios. With a few portfolios we now have one year of […]
Gauss Sector BPI Portfolio Review: 15 December 2023
Gauss just passed birthday number one as a Sector BPI portfolio. How well has the portfolio performed vs. the S&P 500 on both an absolute scale (Information Ratio) and a risk adjusted basis(Jensen Performance Index)? Both measurements are important. The following analysis will answer these questions. About a year ago I was dissatisfied with the […]
Millikan Sector BPI Portfolio Review: 14 December 2023
Millikan is the portfolio up for review this morning and I have a full (five screenshots) update awaiting readers. If you missed the sector update posted earlier this morning, check it out here. The next portfolio sector report update will occur early in January of 2024 or when I have 13 months of data to […]
Analyzing Sector Investing Model Sector By Sector: 13 December 2023
How well is the Sector BPI investing model performing is a cogent question? Carson is the oldest portfolio using this investing model and it is less than two years old. Other portfolios were gradually switched to this model as the data began to support a move to this investing approach. It is still early in […]
Carson Sector BPI Portfolio Review: 13 December 2023
Wow! What a good day for U.S. Equities. How did the Carson portfolio, one of 13 Sector BPI accounts, perform compared to the S&P 500? When last check the BPI data six sectors were overbought. They are: Financial, Health, Industrial, Technology, Utilities and Real Estate. I don’t think all the BPI data for today is […]
Copernicus Update: 11 December 2023
Next to the Schrodinger portfolio the Copernicus is the easiest to manage. In addition, the Copernicus is the top performer so that tells us something. Keep it simple. With the Schrodinger, all one does is electronically transfer money from a checking account into the broker, Schwab in the case of the Schrodinger, and let their […]
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