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Charitable Contributions Using Tax-Deferred Account

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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 taxable account or from a checking account.  Here is an […]

Millikan Sector BPI Update: 20 July 2023

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Millikan is the Sector BPI portfolio up for review this morning and the strong equities market is providing a boost to this portfolio.  As a relatively new investing model the Sector BPI approach is still operating under the microscope.  Consider this model is still operating in the hypothesis stage of development.  Thus far the results […]

Huygens Portfolio Review: 17 July 2023

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In the process of reviewing the Huygens there are a few significant items to bring to readers attention.  I’m gradually shifting the income model over to a growth model.  This may take a few months as I don’t want to sell off the CEFs at a significant loss.  The other issue, less visible, it the […]

Rutherford Portfolio Review (Tranche 3): 14 July 2023

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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 past 12 months: Deespite this nice performance, US equities did not make […]

Bullish Percent Indicators: 14 July 2023

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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 upward trend. Be sure to check out the […]

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