Archives for 2023

Bullish Percent Indicators:

August 5, 2023 By Lowell Herr

August opened with a poor week for U.S. equities. All the major indexes are down while sectors are a mixed bag. When working through the following tables, check the right-hand side (X’s and O’s) for a peek into broad market action and use the left-hand side for granular data as the percentages provide more precise […]

Rutherford Portfolio Review (Tranche 2): 4 August 2023

August 5, 2023 By hedgehunter

This week we saw an inevitable pullback in the prices of US equities after 2 weeks of finding resistance at the upper boundary of the 1 SD bullish trend channel: the question now is how deep the pullback may be – will we just maybe pullback to the centre of the channel or will the […]

Bethe Portfolio Review: 4 August 2023

August 4, 2023 By Lowell Herr

Bethe is the portfolio scheduled for review this 4th day of August. Over the next few weeks or perhaps months readers will see this portfolio transition from a growth-income portfolio to another Sector BPI Plus investment model. The primary reason for the change is that the Sortino continues in negative territory indicating the account is […]

Gauss Sector BPI Portfolio Review: 3 August 2023

August 3, 2023 By Lowell Herr

Updating the Bullish Percent Indicator (BPI) spreadsheet this morning no changes were observed. There certainly are no Buy recommendations and all the overbought sectors have Trailing Stop Loss Orders (TSLOs) already in place. Gauss has cash available and I set a number of limit orders as readers will see as this review proceeds. Gauss is […]

Kepler Portfolio Update: 2 August 2023

August 2, 2023 By Lowell Herr

Kepler is another portfolio where I am setting up the investment quiver so securities will come close to matching the performance of the S&P 500 while providing some downside protection when bear markets occur. As readers will see in a moment, this is a period where equities rather than bonds are recommended.

McClintock Portfolio Review: 1 August 2023

August 1, 2023 By Lowell Herr

McClintock is the portfolio scheduled for review as we open up August. Think of this data current as of July 31 rather than August 1st. Over the past year I’ve consolidated the number of ETF options from nearly 40 down to ten. From the ten I prefer to invest in only five (5) at any […]

Franklin Portfolio Review: 31 July 2023

July 31, 2023 By Lowell Herr

The original Dual Momentum™ Franklin portfolio was converted over to the Sector BPI Plus model several months ago. Since the conversion the return/risk ratio improved. Whether this is due to the new investing model or the upward trend of the market will be determined over the next few months. Using the slope of the Jensen […]

Rutherford Portfolio Review (Tranche 1): 28 July 2023

July 29, 2023 By hedgehunter

A quiet week in US equities with the only excitent comming on Thursday with the Fed announcements – but then we settled back down and finished the week very close to last weel’s close and still at the top of the 1 SD bounary of the bullish trend channel: Note how, over the past ~2 […]