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You are here: Home / Archives for 2023

Archives for 2023

Bullish Percent Indicators: 24 February 2023

February 25, 2023 By Lowell Herr

Bullish Percent Indicators are ending February in a downward trend.  All major indexes are bearish, yet none are in the over-sold zone.  We need to check on Sectors to pick up an over-sold condition. Just a short word regarding the above photograph.  This past week Portland experienced the largest snowfall since the 1940s.  Measured at […]

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

Franklin Portfolio Review: 23 February 2023

February 23, 2023 By Lowell Herr

Looking back eight or nine months ago the Franklin was trailing its benchmark (AOA).  Since that time the Franklin has pulled ahead of the benchmark, partially due to moving from the Dual Momentum™ model to the Sector BPI model.  Will this trend continue is the cogent question? If interested in the Sector BPI model, follow […]

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

Millikan Portfolio Review: 22 February 2023

February 22, 2023 By Lowell Herr

Millikan is the Sector BPI portfolio up for review today.  If you will recall the BPI data from last week, Utilities (VPU) was found to be in the over-sold zone or below the 30% bullish mark.  Energy (VDE) was so close to over-sold that I considered it to be available for purchase as well.  That […]

Filed Under: Millikan Portfolio, Beginning Investors, Sector BPI Tagged With: Millikan Portfolio, Sector BPI

Pauling Portfolio Review: 21 February 2023

February 21, 2023 By Lowell Herr

When the Portfolio Performance table was last updated on February 10, 2023, the Pauling portfolio nailed down position #15 in every column.  In other words, this is the worst performing portfolio of the fifteen I track here on the ITA site.  Pauling is a Dual Momentum™ portfolio and was expected to withstand market draw-downs better […]

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

Bethe Portfolio Review: 21 February 2023

February 21, 2023 By Lowell Herr

Bethe is one of two growth-income portfolios.  The other is the Bohr.  Bethe experienced a nice upward bump of over 9.0% in January, but has since fallen off slightly.  With portfolios that have any emphasis on income, we always look forward to the end of the quarter as that is when dividends are highest.  Since […]

Filed Under: Bethe Portfolio Tagged With: Bethe Portfolio

Rutherford Portfolio Review (Tranche 1): 17 February 2023

February 19, 2023 By hedgehunter

My apologies for not posting a Tranche 5 review last week but adjustments were made as reported below. Now that I am back from my travels, with reliable internet connections,  I will get back to my regular posting schedules. US equities closed relatively unchanged from last week’s close and are still sitting at the center […]

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

Carson Portfolio Review: 20 February 2023

February 18, 2023 By Lowell Herr

Earlier this morning I posted BPI data and that information will impact the four Sector BPI portfolios, the Carson being one.  This review will lay out the process I go through when working with a Sector BPI portfolio.  From the BPI data we found two sectors are recommended for purchase and they are, Energy and […]

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

Bullish Percent Indicators: 17 February 2023

February 18, 2023 By Lowell Herr

Bullish Percent Indicator data has not generated any purchase signals since late last December.  Data this week is different as we have one definite purchase and a second that is so close I’m calling it a Buy.  I’ve been eager for this day as it is the beginning of the critical Buy – Sell cycle […]

Filed Under: Bullish Percent Indicators, Sector BPI Tagged With: Bullish Percent Indicators, Sector BPI

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  • Buffett Indicator & Shiller PE Ratio
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  • Pauling Portfolio Review: 7 August 2026
  • Financial Repression: Part 1
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Portfolios coming up for review.  Kepler, McClintock, Huygens, and Bohr 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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  • Gauss Portfolio Review: 28 April 2025
  • McClintock Portfolio Review: 1 August 2023
  • Financial Repression Portfolio from ChatGPT
  • Gauss Portfolio Review: 10 March 2023
  • Huygens Income Portfolio Review: 22 June 2023
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