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You are here: Home / Archives for 2024

Archives for 2024

Rutherford Portfolio Review (Tranche 2): 16 February 2024

February 18, 2024 By hedgehunter Leave a Comment

US Equities were basically flat on the week with the SPX closing down slightly although still near the center of the bullish trend channel: and with the performance of the broader based VTI Fund coming in around the middle of the pack for all major asset classes:

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

Bullish Percent Indicators: 16 February 2024

February 17, 2024 By Lowell Herr 5 Comments

Bullish Percent Indicators are a different way of examining the behavior of the securities market.  Keep in mind that the two tables shown below concentrate on U.S. Equities.  The top table looks at seven broad indexes and there are plenty of overlapping stocks between the

Filed Under: Bullish Percent Indicators, Portfolio Construction, Portfolio Management, Sector BPI, Technical Indicators Tagged With: Bullish Percent Indictors, Sector BPI

Rutherford Portfolio Review (Tranche 1): 9 February 2024

February 10, 2024 By hedgehunter Leave a Comment

US Equities continued their steady climb this week hitting new all-time highs at the close on Friday: Since we are at all-time highs, with no obvious indications of the next resistance level, the best I can do is look at the 100% Fibonacci extension from the November

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

Rutherford Portfolio Review (Tranche 4): 2 February 2024

February 5, 2024 By hedgehunter Leave a Comment

It was a relatively volatile week in the US equity markets last week with a bit of a scare on Wednesday but, in the end, the markets ended up a little over 1% from last week’s close: This placed US equities near the top

Filed Under: Uncategorized Tagged With: Rutherford Portfolio

Bullish Percent Indicators: 2 February 2024

February 2, 2024 By Lowell Herr Leave a Comment

U.S. Equities ended the week on a strong note.  Is this reflected in the Bullish Percent Indicators?  Did any sectors drop into the oversold zone?  Follow the tables below for answers to these questions. If you are blocked from reading this blog, register as a Guest and then wait to be elevated to the Platinum […]

Filed Under: Bullish Percent Indicators, Technical Indicators Tagged With: Bullish Percent Indicators

Copernicus Portfolio Review: 2 February 2024

February 2, 2024 By Lowell Herr Leave a Comment

Early in the month is an excellent time to review portfolios such as the Copernicus and Schrodinger as both are “no-brain” portfolios in that neither require any significant decisions.  One does not need a degree in Finance from the University of Chicago to manage these portfolios.  While the Schrodinger

Filed Under: Copernicus Portfolio, Passive vs. Active Tagged With: Copernicus Portfolio

Schrodinger Portfolio Review: 1 February 2024

February 1, 2024 By Lowell Herr Leave a Comment

February is here and it is time for the crocus to bloom in Oregon.  Early in any given month is an excellent time to review the Schrodinger as no decisions are required.  This is a Save & Watch style

Filed Under: Asset Allocation, Passive vs. Active, Schrodinger Portfolio Tagged With: Schrodinger Portfolio

Rutherford Portfolio Review (Tranche 3): 26 January 2024

January 28, 2024 By hedgehunter Leave a Comment

It was a relatively calm but bullish week in US equity markets as the S&P 500 Index continued it’s climb above the important 4800 resistance level (that now becomes a potential support level): US equities rose a little over 1% over the

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

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  • Bohr Portfolio Review: 6 May 2025 May 7, 2025
  • Copernicus Portfolio Review: 5 May 2025 May 5, 2025
  • Bullish Percent Indicators: 2 May 2025 May 3, 2025
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  • Millikan Portfolio Review: 1 May 2025 May 1, 2025
  • McClintock Sector BPI Portfolio Review: 29 April 2025 April 29, 2025
  • Bullish Percent Indicators: 17 April 2025 April 19, 2025

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  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Schrodinger Portfolio Review: 11 April 2025
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