Before completing the review of the Franklin I checked to see if any sectors reached the oversold zone. Not one sector is in this condition so there are no Buy recommendations. The only remaining sector holding is Communications (VOX) as
Archives for 2023
Millikan Sector BPI Portfolio Review: 8 August 2023
Yesterday I updated the Carson portfolio, one of several accounts managed using the Sector BPI Plus investing model. This morning the Millikan, another Sector BPI portfolio, is scheduled for an update. Over the last two reviews the Millikan gained slightly on the SPY benchmark, a positive sign for
Hawking Portfolio Review: 4 August 2023
The Hawking Portfolio is a “Buy-and Hold” Income generating portfolio built using Closed End Funds (CEFs) with high distributions. Usually, the only action required is to re-invest the dividends received so as to promote geometric growth. Current Holdings look like this: with performance like this: Over this ~30
Darwin Portfolio Review: 4 August 2023
The Darwin Portfolio is an “all-weather” portfolio that it adjusted, as necessary, on the basis of risk parity. Performance to date looks like this: 0r, in stacked format: The discontinuities in the graphs correspond to allocation adjustments. Despite the weakness over the past few
Kahneman-Tversky Portfolio Review: 4 August, 2023
The Kahneman-Tversky Portfolio is a simple Dual Momentum Portfolio that requires few adjutments since it only has a choice of holding one of 3 assets. Here’s where the portfolio is sitting at present: Checking the slower moving Kahneman portion of the portfolio that uses a single 252-day (12
Bullish Percent Indicators:
August opened with a poor week for U.S. equities. All the major indexes are down while sectors are a mixed bag. When working through the following tables, check the right-hand side (X’s and O’s) for a peek into broad
Rutherford Portfolio Review (Tranche 2): 4 August 2023
This week we saw an inevitable pullback in the prices of US equities after 2 weeks of finding resistance at the upper boundary of the 1 SD bullish trend channel: the question now is how deep the pullback
Rutherford Portfolio Review (Tranche 1): 28 July 2023
A quiet week in US equities with the only excitent comming on Thursday with the Fed announcements – but then we settled back down and finished the week very close to last weel’s close and still at the top of the 1 SD
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