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You are here: Home / Archives for 2023

Archives for 2023

Rutherford Portfolio Review (Tranche 3): 3 November 2023

November 5, 2023 By hedgehunter

It was a very bullish week in the US Equity markets with the SPX (S&P 500 Index) closing up 5 days in a row and ~6% higher than last week’s close: We are now sitting at the top of the 1 SD boundary of the shorter-term downtrend channel and back within the 2 SD lower […]

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

Bullish Percent Indicators: 3 November 2023

November 4, 2023 By Lowell Herr

Based on Bullish Percent Indicator data this past week was an excellent one for U.S. Equities.  This week was the time to be fully invested as all indexes and sectors moved up.

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

Einstein Sector BPI Portfolio Review: 3 November 2023

November 3, 2023 By Lowell Herr

If you missed my Comment attached to the most recent BPI post, reference it now as there are a few BPI data changes due to the positive market movement over the past few days.  This review of the Einstein will reflect these changes.  The current portfolio is well position for market activity over the next […]

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

Huygens Sector BPI Portfolio Review: 2 November 2023

November 2, 2023 By Lowell Herr

Huygens is another ITA portfolio in a state of flux as I’m transitioning over to the Sector BPI investing model.  One more CEF is up for sale and that security is KYN.  SPE was sold out of the portfolio this morning.

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

Schrodinger Portfolio Update: 1 November 2023

November 1, 2023 By Lowell Herr

  Early November is a good time to update the Schrodinger, a computer managed portfolio.  Since the last review Schwab, the broker that manages this portfolio, made a number of changes.  More than a few were likely driven by tax harvesting.

Filed Under: Schrodinger Portfolio Tagged With: Schrodinger Portfolio

Franklin Sector BPI Portfolio Update: 30 October 2023

October 30, 2023 By Lowell Herr

After the market opened this morning I proceeded to reallocate and/or rebalance the Carson, Bohr, and now the Franklin portfolios.  Not all limit orders were struck, but all three portfolios are set to finish out 2023 without too much further trading.  Follow along as I review the Franklin, one of the newer Sector BPI portfolios.

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

Bohr Sector BPI Portfolio Review: 30 October 2023

October 30, 2023 By Lowell Herr

The Bohr portfolio is new to the Sector BPI investing model.  Positioning the different sectors that are oversold is primarily what is happening in this review or update.  There is a significant percentage in cash and that will be allocated to sectors that are under populated and are oversold based on Bullish Percent Indicator data.  […]

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

Rutherford Portfolio Review (Tranche 2): 27 October 2023

October 29, 2023 By hedgehunter

It was a bad week for US equities with the SPX (S&P 500 Index) dropping over 2.5% from last week’s close: It has also now closed below the lower 2 Standard Deviation boundary of the early 2023 bullish uptrend channel (yellow line) and the 50% retracement level of that uptrend (green line) for 2 days […]

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

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  • Lowell Herr on Huygens Portfolio Review: 28 August 2026
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  • Bullish Percent Indicators: 19 May 2023
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