Yesterday the Dow Jones Industrial Average (DJIA) closed above 38,000 for the first time in history. A few readers may recall a book titled: Dow 36,000: The New Strategy for Profiting From the Coming Rise in the Stock Market written by James K. Glassman and Kevin A. Hassett, published on October 1, 1999. Many investors, […]
Archives for January 2024
Rutherford Portfolio Review (Tranche 2): 19 January 2024
My apologies for being late with this post – I’ve moved to a new location and I’ve had a few problems with my new internet connection – but, this is real life and the issues we come across. Hopefully it doesn’t have a significant impact on our investments and we can survive the frustrations. In […]
Huygens Sector BPI Portfolio Review: 22 January 2024
Now that we passed the mid-way point in January I want to update all portfolios that were last reviewed in December. The Huygens is one such Sector BPI portfolio. Another reason for paying special attention to the Sector BPI portfolios is that many are carrying excess cash due to TSLOs being struck when the market […]
Bullish Percent Indicators: 19 January 2024
Before looking up any Bullish Percent Indicator data I envision or guess what the various indexes and sectors will show. Will the trends be bullish or bearish. Based on a strong Friday market I anticipated a number of the indexes and sectors would turn bullish. Not so. Technology is the one sector of the market […]
Bethe Sector BPI Portfolio Review: 19 January 2024
Bethe is the Sector BPI portfolio reviewed this morning. This update was scheduled for posting yesterday, but I lost Internet access due to a severe ice storm. We have been housebound for over a week, but experienced only four electric energy (EE) brownouts so we are extremely fortunate compared to many Portland citizens. Now to […]
Schrodinger Portfolio Review: 18 January 2024
As mentioned in the blog post yesterday, Schwab sent out a notice that the Intelligent Portfolio was updated. This post reflects those additional purchases. The Schrodinger was initially set up to answer the question, “Who Will Manage The Family Portfolio When I Die?” Reviews of the Schrodinger are simple and straight forward as no decisions […]
Millikan Sector BPI Portfolio Review: 18 January 2024
Millikan is the portfolio up for review this morning. Since no sectors are positioned in the oversold zone we concentrate on how best to use cash by analyzing the three U.S. Equity ETFs, VTI, VOO, and ESGV. Some investors might want to broaden the equity options to include developed international equities (VEA) and emerging market […]
Gauss Sector BPI Portfolio Review: 17 January 2024
Early this morning I checked the current Bullish Percent Indicators (BPI) and no sectors are in the oversold zone. Therefore, no purchases are scheduled for the Gauss portfolio. For new subscribers, oversold is defined as a situation where 30% or fewer stocks within a sector are bullish. To learn more about BPI data, go to […]
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