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You are here: Home / Archives for 2023

Archives for 2023

Pauling Dual Momentum Portfolio Review: 30 May 2023

May 30, 2023 By Lowell Herr

Pauling is the Dual Momentum™ portfolio up for review this morning and while the data is current as of 5/26/23, I don’t think today’s action will alter the recommendation shown in the first screenshot.  As mentioned before, the Pauling is on notice due to poor performance.  Part of this is my fault as I’ve held […]

Filed Under: Pauling Portfolio, Dual Momentum Tagged With: Pauling Portfolio

Bethe Portfolio Review: 30 May 2023

May 29, 2023 By Lowell Herr

Before getting into the review of the Bethe portfolio the photo above reminds me of when Memorial Day was referred to as Decoration Day.  This was a day to decorate graves, particularly of fallen war soldiers.  Small towns celebrated the day with a parade that included the high school band, decorated bicycles, tractors, fire engines, […]

Filed Under: Bethe Portfolio Tagged With: Bethe Portfolio

Tweaking Carson Sector BPI Portfolio: 29 May 2023

May 29, 2023 By Lowell Herr

As mentioned in the most recent blog post, I’m tweaking the Sector BPI Plus investing model ever so slightly.  If you move down to the second screenshot you will see that I added SPY and ESGV as additional U.S. Equity options.  As with the Copernicus I now have VOO, VTI, SPY, and ESGV as U.S. […]

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

Rutherford Portfolio Review (Tranche 5): 26 May 2023

May 28, 2023 By hedgehunter

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

Copernicus Portfolio Review: 29 May 2023

May 28, 2023 By Lowell Herr

Copernicus is a Buy & Hold portfolio where the only holdings are U.S. Equities.  The philosophy behind the Copernicus is to purchase shares in one of four U.S. Equities ETFs and never sell unless there is an emergency.  Thus far this is the top performing ITA portfolio as it now holds a commanding lead of […]

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

Franklin Sector BPI Plus Update: 26 May 2023

May 27, 2023 By Lowell Herr

Franklin is the Sector BPI portfolio I’m examining today.  Before progressing further I need to warn readers that Yahoo once again fiddled with their downloading codes so the Kipling data is not current.  In fact it is a week old.  This problem poses a question of what to do if the Kipling were to fail […]

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

Bullish Percent Indicators Recommend Change: 27 May 2023

May 27, 2023 By Lowell Herr

Readers testing the Sector BPI Plus model will want to pay attention to the following Bullish Percent Indicator data as changes are recommended.  Despite ending the week on an up note, the majority of the index and sector BPI recommendations are bearish.

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

Gauss Sector BPI Portfolio Review: 25 May 2023

May 26, 2023 By Lowell Herr

Gauss portfolio, one of four Sector BPI accounts, is up for review this morning.  The primary reason for this update is due to the Real Estate sector moving into the Buy zone.  Based on yesterday’s data, Real Estate dipped further into the Buy zone as only 26% of the stocks are bullish. How many shares […]

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

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  • Hawking Portfolio Review: 12 May 2023
  • Franklin Sector BPI Update: 18 April 2023
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  • Gauss Sector BPI Portfolio Review: 26 October 2023
  • Franklin Portfolio Update: 12 January 2023
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