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You are here: Home / Archives for 2023

Archives for 2023

Rutherford Portfolio Review (Tranche 4): 18 August 2023

August 19, 2023 By hedgehunter

It was another week of poor performance in US equity markets, with a little relief coming later in the day on Friday: however, we have now crossed below the centre line of the bullish channel, testing the 61.8% Fibonnacci retracement line that could provide support, but may be preparing to test the lower boundary of […]

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

Bullish Percent Indicators: 18 August 2023

August 19, 2023 By Lowell Herr

The dog days of summer are at work when it comes to U.S. Equities as we observe another down week for stocks.  All the major indexes declined in the number of bullish stocks and we are getting close to a buy in one sector.  More on this later. This coming week the portfolios up for […]

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

Gauss Sector BPI Plus Portfolio Review: 17 August 2023

August 17, 2023 By Lowell Herr

Gauss is the portfolio up for review this morning.  We are approximately eight (8) months into the Sector BPI investing model with the Gauss and thus far the sector approach is working as laid out in the hypothesis last winter.  We still need a business cycle or two before we can draw any significant conclusions.  […]

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

Bohr Portfolio Review: 16 August 2023

August 16, 2023 By Lowell Herr

Bohr is a portfolio in transition as I am shifting toward the Sector BPI Plus investing model.  It will take time as the Closed-End-Funds are set to sell using limit orders and it might be weeks before they reach the limit price.  Should any of the market sectors dip into the oversold zone, I will […]

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

Einstein Portfolio Review: 15 August 2023

August 15, 2023 By Lowell Herr

Here we are in the middle of August and summer is “shouting” at Portland residents.  It is unusual to experience multiple days of 100+ temperatures, but that is where we are this week. Einstein is the portfolio up for review and few changes are expected.  No equities are recommended for purchase as you will see […]

Filed Under: Einstein Portfolio, Portfolio Management, Relative Strength Tagged With: Einstein Portfolio, Relative Strength

McClintock Growth Equity Portfolio Review: 14 August 2023

August 14, 2023 By Lowell Herr

With available cash close to zero and no major changes in the equities market, this review of the McClintock will be short and simple.  As readers can see from the first screenshot below, the McClintock is designed to closely mirror the S&P 500.

Filed Under: McClintock Portfolio, Portfolio Management, Relative Strength Tagged With: McClintock Portfolio

Schrodinger Portfolio Review: 11 August 2023

August 12, 2023 By Lowell Herr

Since the Schrodinger is computer managed and therefore on “automatic pilot” as far as the owner is concerned, updating this portfolio can occur at anytime.  Now that we are close to the middle of August, I want to bring all portfolios last updated in July into August updates so I can compare performance values between […]

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

Bullish Percent Indicators: 11 August 2023

August 12, 2023 By Lowell Herr

There are few surprises within the Bullish Percent Indicators this week.  If your intuition is telling you this was not a particularly good week for stocks, you are correct.  Large-cap stocks held up rather well as you can see from the two Dow averages.  Small- and mid-cap stocks tailed off based on data from the […]

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

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Portfolios coming up for review.  Millikan, McClintock, Huygens, Bohr, Schrodinger, Bethe, Franklin, and Pauling 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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