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

Archives for April 2024

Franklin Sector BPI Portfolio Review: 5 April 2024

April 5, 2024 By Lowell Herr

Franklin is the Sector BPI portfolio up for review today even though no sectors are in the oversold zone and we sold off all overbought sectors.  The current holdings of Staples and Utilities are residing in the neutral zone.  Over $2,200 remains in cash so we need

Filed Under: Franklin Portfolio, ITA Portfolios, Portfolio Management, Sector BPI Tagged With: Franklin Portfolio, Portfolio Construction, Sector BPI

Rutherford Portfolio Review (Tranche 4): 28 March 2024

April 1, 2024 By hedgehunter

US Markets started the week slowly with a small pullback at the beginning of the week but finished the holiday-shortened week with a recovery and closing about 0.25% higher than last week’s close: However, we are still hovering at that 5200-5220 level that is providing some resistance

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

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Recent Posts

  • Schrodinger Portfolio Review: 15 May 2026 May 15, 2026
  • Franklin Sector BPI Portfolio Review: 12 May 2026 May 12, 2026
  • Millikan Asset Allocation Portfolio: 6 May 2026 May 6, 2026
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  • Financial Repression: Part 1 April 28, 2026
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Recent Comments

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  • Lowell Herr on McClintock Sector BPI Portfolio Review: 5 May 2026
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General Investment News

Portfolios coming up for review.  Schrodinger, Pauling, Einstein and Carson 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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