Einstein is another Sector BPI portfolio I’m updating today. Since no sectors are oversold there are no transitions anticipated. Several limit orders in place to pick up shares of VOO and one order was struck while writing this blog. That purchase does not show up in this analysis.
Archives for December 2023
Huygens Sector BPI Portfolio Review: 4 December 2023
Even though limited transactions are planned, I am going to walk through a complete analysis of the Huygens as it has been some time since I’ve done so with any of the Sector BPI portfolios. Huygens is new to the Sector BPI investing model so pay attention to trends vs absolute values. The Sector BPI […]
Rutherford Portfolio Review (Tranche 3): 1 December 2023
Action in US equity markets was pretty muted this week with consolidation just below resistance (and prior pivot high) at ~4600: It will be interesting to see whether Santa can pull us above this resistance zone and towards the all-time highs at ~4810 (~4.5% higher) before the end of the year. Despite the respectable performance […]
Bullish Percent Indicators: 1 December 2023
Investors using the Sector BPI model need to pay attention as market action this week moved two more sectors into the over bought zone. We now have four overbought sectors and two of the four are over 80% bullish.
Schrodinger Portfolio Review: 1 December 2023
Are you looking for a portfolio that requires no decisions? If so, the Schrodinger is for you. This portfolio was initially set up to answer the question – “Who Will Manage the Family Portfolio When I Die? The following analysis of this Robo Advisor portfolio answers this fundamental question. Schwab refers to these computer managed […]
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