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You are here: Home / Archives for 2023

Archives for 2023

Bullish Percent Indicators: 28 July 2023

July 29, 2023 By Lowell Herr

The Bullish Percent Indicators (BPI) tell us this past week was rest time.  Overall, both the broad markets and individual sectors were flat to slight improvement in smaller stocks.  There is one new Sell signal and that is

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

Copernicus Portfolio Review: 27 July 2023

July 27, 2023 By Lowell Herr

As bees are drawn to honey, there is little not to attract investors to the Copernicus portfolio.  It is easy to manage and performance is outstanding.  The one reservation I have is that there is no downside protection as this is a buy and

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

Rutherford Portfolio Review (Tranche 4): 21 July 2023

July 22, 2023 By hedgehunter

It was a relatively quiet week in the US equity markets with little change from where we were last week and still sitting at resistance near the upper 1 SD boundary of the uptrend channel US equities was not the only major asset class with little action:

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

Bullish Percent Indicators: 21 July 2023

July 22, 2023 By Lowell Herr

While the broad U.S. Equities market (NYSE and NASDAQ) rose slightly this week, four tech stocks reversed the bullish trend in the NASDAQ 100.  There were also a few changes in sectors of the market and I’ll get into that in a moment.  Overall, the equities market continues

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

Charitable Contributions Using Tax-Deferred Account

July 20, 2023 By Lowell Herr

When one reaches the age were Required Minimum Distribution (RMD) goes into effect it is wise to alter where charitable contributions originate.  In this blog I will explain why writing contribution checks on a tax-deferred account makes more sense than writing a check on a

Filed Under: Uncategorized Tagged With: Miscellaneous

Rutherford Portfolio Review (Tranche 3): 14 July 2023

July 15, 2023 By hedgehunter

Despite a pullback on Friday it was a bullish week in US equities with prices closing ~2.7% higher than last week’s close and still sitting at the upper 1 SD boundary of the uptrend channel with volatility at it’s lowese level in the

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

Bullish Percent Indicators: 14 July 2023

July 15, 2023 By Lowell Herr

Investors employing the Sector BPI Plus model will find useful information in the follow Bullish Percent Indicator data.  Looking at the index information we see a U.S. stock market driven by large-cap stocks.  Small- and mid-cap stocks are strengthening, but have yet to fully participate in the

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

Copernicus Portfolio Review: 11 July 2023

July 11, 2023 By Lowell Herr

Now that we are well into July and all second quarter dividends are reported, it is time to update the ITA portfolios and record those dividends.  Dividends are in short supply for the Copernicus as this is a growth oriented portfolio, not an income generator.  As a

Filed Under: Copernicus Portfolio, ITA Portfolios, Passive vs. Active, Tranche Investing Tagged With: Copernicus Portfolio

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