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 sector blogs explain in more detail the flaw in the Sector […]
Archives for 2023
Huygens Portfolio Review: 18 April 2023
Huygens is strictly an income generating portfolio, patterned after Steven Bavaria’s Income Factory model. Thus far these income portfolios have generated adequate income, but the underlying value of the securities have not kept pace with the stock market.
Millikan Portfolio Update: 17 April 2023
Millikan is one of the last of the four Sector BPI portfolios to undergo a “mending” of a potential weakness in the original hypothesis. Since there are no BPI recommendations at present and cash is available, this update will show how that cash might be put to use.
Schrodinger Portfolio Review: 17 April 2023
“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. Schwab Intelligent Portfolios is an automated investment advisory service that can […]
Gauss Portfolio Update: 15 April 2023
This particular blog post is another example of how to address a potential weakness in the Sector BPI investing model. The Gauss portfolio is one of four Sector BPI portfolios so it is an appropriate candidate for this change. Gauss Investment Quiver The following investment quiver is an expansion of the Sector BPI model and […]
Rutherford Portfolio Review (Tranche 4): 14 April 2023
US equities were up ~1% from last week’s close: and closed just outside the upper 2 SD boundary of the longer term downtrend channel. However, price is at the 50% retracement level of the peak-trough range of this channel that has provided significant support and resistance in the past. We really need to take out […]
Bullish Percent Indicators: 15 April 2023
Bullish Percent Indicators this week are bullish when taken as a whole. Investors following or using the Sector BPI model will find three sectors overbought. All the major indexes are bullish with the Dow Jones Industrial Average reaching the overbought zone. This past week a reader posed a question related to what settings to use […]
Carson Update – Preempting Potential Weakness: 14 April 2023
Rather than wait and be trapped in limbo, this adjustment to the Carson is similar to the changes I’m making with the Bohr and Bethe portfolios. Instead of relying strictly on the Sector BPI model, I’m adding options should sector ETFs rise into the overbought zone, be sold due to a declining price triggering the […]
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