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 […]
Archives for 2024
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 […]
Pauling Asset Allocation Portfolio: 29 August 2024
Pauling is one of numerous Asset Allocation (AA) portfolios. I moved several portfolios over to this model due to the outstanding performance of the Schrodinger, a computer managed AA portfolio. I am also returning to the root of my investing instincts. As a summary, here are the basic investing models I am using here at […]
Carson Sector BPI Portfolio Review: 29 August 2024
The oldest Sector BPI portfolio is up for review this morning. Carson is the best test of this unique investing model and there were changes this week as Technology (VGT) hit the 3% limit and was sold out of the portfolio. It was only a short time ago that Technology dipped into the oversold zone […]
Schrodinger Portfolio Review: 26 August 2024
Schrodinger is the lone Robo Advisor portfolio or what Schwab calls, an Intelligent Portfolio. In this review I will go over the current holdings, performance data, and risks involved. ITA readers know that I advocate both security diversification as well as portfolio diversification. In my opinion, every family should hold an Intelligent Portfolio. If the […]
- « Previous Page
- 1
- …
- 10
- 11
- 12
- 13
- 14
- …
- 39
- Next Page »
You must be logged in to post a comment.