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You are here: Home / 2024 / Archives for January 2024

Archives for January 2024

Rutherford Portfolio Review (Tranche 4): 5 January 2024

January 6, 2024 By hedgehunter Leave a Comment

The first week of trading in 2024 was bearish with the SPX (S&P 500 Index) pulling back 2% from 2023 End-Of-Year highs: We are now sitting at the lower boundary of the 1 Standard Deviation bullish channel that started in October of 2023 and leading

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

Carson Sector BPI Portfolio Review: 4 January 2024

January 4, 2024 By Lowell Herr Leave a Comment

Yellowstone National Park January is off to a slow start when it pertains to U.S. Equities.  As a result numerous sector ETFs have been sold out of a number of ITA portfolios.  This leaves considerable cash lying around requiring some action.  This is also true for the Carson, the portfolio

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

Happy New Year 2024

January 1, 2024 By Lowell Herr

  Happy New Year

Filed Under: Uncategorized Tagged With: Misc

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Recent Posts

  • Huygens Portfolio Review: 13 May 2025 May 14, 2025
  • Bohr Portfolio Review: 6 May 2025 May 7, 2025
  • Copernicus Portfolio Review: 5 May 2025 May 5, 2025
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  • Buffett Indicator & Shiller PE Ratio May 2, 2025
  • Millikan Portfolio Review: 1 May 2025 May 1, 2025
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Recent Comments

  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
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  • hedgehunter on Hawking Portfolio Review: 10 May, 2024
  • Lowell Herr on Hawking Portfolio Review: 10 May, 2024
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  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Schrodinger Portfolio Review: 11 April 2025
  • Lowell Herr on Bullish Percent Indicators: 11 April 2025
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  • Rutherford-Darwin Portfolio Review: 14 February 2025
  • Carson Sector BPI Portfolio Review: 4 January 2024
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General Investment News

Portfolios coming up for review.  Carson, Huygens, and Schrodinger 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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