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You are here: Home / Archives for 2023

Archives for 2023

Rutherford Portfolio Review (Tranche 2): 29 September 2023

September 30, 2023 By hedgehunter

Last week US equities closed at ~4320 and sitting at the top of a potential support zone (4150-4300). The question was whether we would see support at this level (and a bounce) or whether we would see a continuation of the short-term downtrend that we

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

Carson Sector BPI Portfolio Review: 26 September 2023

September 26, 2023 By Lowell Herr

Before updating the Carson I checked to see if any new Bullish Percent Indicator (BPI) revelations emerged since the last update.  No changes showed as Discretionary, Staples and Health remain in the oversold zone.  As the oldest Sector BPI Plus portfolio it always

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

Rutherford Portfolio Review (Tranche 1): 22 September 2023

September 24, 2023 By hedgehunter

We finally got that inevitable breakout from the pendant pattern that has been setting up for a month or so – resulting in a 3% downside move in US equities over the past week and leaving us sitting at ~4300 in the

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

Bullish Percent Indicators: 22 September 2023

September 23, 2023 By Lowell Herr

Index BPI All seven indexes are bearish after a weak week for U.S. Equities.  For the first time since last March all indexes are below the 50% bullish line.  The question for investors using the Sector BPI Plus model

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

Rutherford Portfolio Review (Tranche 4): 15 September 2023

September 17, 2023 By hedgehunter

It was a relatively quiet week in US equity markets with the SPX (S&P 500 Index) closing down slightly on the week after an end of week selloff on Friday: This still leaves us within the boundaries of the pendant pattern defined

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

Bullish Percent Indicators: 15 September 2023

September 16, 2023 By Lowell Herr

While there are a few changes in the Bullish Percent Indicators this week it is unlikely any moves will impact the Sector BPI Plus portfolios.  This assumes all the Buy and Sell orders are already in place. Index BPI The NASDAQ 100 and DJIA moved

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

Copernicus Portfolio Review: 12 September 2023

September 12, 2023 By Lowell Herr

The philosophy behind the Copernicus is two fold.  1) Simplicity of implementation.  2) Utilize the concept of dollar cost averaging. Young investors will find this investing model to their liking as it takes the guess work out of investing.  All one

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

Rutherford Portfolio Review (Tranche 3): 8 September 2023

September 10, 2023 By hedgehunter

It was a weak performance in the US equity markets after the Labor Day week-end with the SPX (S&P 500 Index) down ~1.5% from last week’s close: This leaves prices in a pendant pattern bounded by the upper 2 SD

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

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