This update or review of the Copernicus is incomplete as Yahoo closed the door on access to their security price data. This change impacted the Investment Account Portfolio (IAM) software so I don’t have any way to download prices into that program. I am in contact with the developers of the QuantIX software, but so […]
Archives for September 2024
Pauling Asset Allocation Portfolio Review: 10 September 2024
Reviewing or updating asset allocation portfolios such as the Pauling is always interesting as there are generally a few small tweaks required. If something need attention it is due to new cash deposits, dividends of some significance were declared, or prices among the different asset classes changed. Nearly every month there is activity among these […]
McClintock Sector BPI Portfolio Review: 9 September 2024
Before diving into the update of the McClintock, readers need to know that Yahoo has shut the door on free downloading of data. If you are a Kipling spreadsheet user, Tiingo Adj. Price is still working so use that option to download price data until further notice. And now for the update of this small […]
Millikan Sector BPI Portfolio Review: 6 September 2024
Before digging into the Millikan Sector BPI review I checked to see if any sectors dropped into the oversold zone. None made this move so there are no recommendations to purchase any sectors or sector ETFs. Of the overbought sectors, TSLOs are already in place from recommendations that have been in place for several weeks. […]
Gauss Sector BPI Portfolio Review: 4 September 2024
This morning the Sector BPI Gauss portfolio is up for review. As readers will recall, no sectors are currently oversold so no buy or purchase recommendations are eminent. Energy was very close when last checked so I have a limit order in place for VDE with a price well below the current price. While the […]
Bethe Asset Allocation Portfolio Review: 3 September 2024
As one of the numerous Asset Allocation portfolios, Bethe is beginning to round into shape. Or to put it another way, the various asset classes are slowly coming into balance. This morning shares of TLT and QQQ were added to the portfolio. So as to be tax efficient, the goal of Bethe is to never […]
Rutherford Portfolio Review (Tranche 2): 30 August 2024
It was a week of consolidation in the US Equity markets with prices trading in a narrow range in comparison with the volatility of the past 2 months: Prices are hovering at the resistance level of the all-time highs in the SPX (S&P 500 Index) and we must wait at least another week to see […]
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