Archives for 2023

Copernicus Portfolio Review: 3 May 2023

May 3, 2023 By Lowell Herr

Based on yesterday’s market decline, today seemed like a good time to check in on the Copernicus as this portfolio is constructed only of U.S. Equities. The philosophy behind the Copernicus is to save and invest. Never sell unless there is an emergency. How

Carson Sector BPI Plus Portfolio Review: 1 May 2023

May 1, 2023 By Lowell Herr

Other than this being the first day of the month, this review or update of the Carson is an interesting one as Discretionary (VCR) was sufficiently close to a sale that I purged the Carson of this ETF. Telecom is still oversold

Rutherford Portfolio Review (Tranche 1): 28 April 2023

April 30, 2023 By hedgehunter

A relatively uneventful week in US equites, despite the high day-to-day volatility, with the SPX (S&P 500 Index) up a little over 0.5% from last week’s close: The index is still banging its head against the 50% retracement resistance zone that has been difficult to penetrate a

Rutherford Portfolio Review (Tranche 5): 21 April 2023

April 22, 2023 By hedgehunter

It was a very quiet week in US Equity markets with the S&P 500 Index trading in a tight ~40 point range: However, the SPX did close down slightly from last week’s close after hitting it’s head against strong resistance at ~4150-4200 – an area that has

Bullish Percent Indicators: 21 April 2023

April 22, 2023 By Lowell Herr

Bullish Percent Indicators experienced few changes this week as it was a rather quiet period for U.S. Equities. Several Sector BPI Plus portfolios are up for review this week so I’ll be alert to any changes that might occur within the Sector BPI portion of the BPI

Portfolio Management When Facing Debt Limit Differences

April 22, 2023 By Lowell Herr

The potential for a debt limit crisis is only a few months away. While the root causes are subject to debate, arguing history while therapeutic does little in the way of providing guidance when it comes to portfolio management. How might one work with different portfolios,

Franklin Sector BPI Update: 18 April 2023

April 18, 2023 By Lowell Herr

Franklin is one of four Sector BPI portfolios. Perhaps I should title these portfolios, Sector BPI Plus as each now contains more than the eleven (11) sector ETFs in an effort to patch one of the potential holes in the Sector BPI hypothesis. Past

Schrodinger Portfolio Review: 17 April 2023

April 17, 2023 By Lowell Herr

“Asset allocation is the process of dividing your investment portfolio among different asset classes, such as stocks, bonds, and cash. It is an important part of any investment strategy, as it helps to reduce risk and improve your chances of achieving your financial goals.