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You are here: Home / Archives for 2024

Archives for 2024

Bullish Percent Indicators: 28 June 2024

June 29, 2024 By Lowell Herr

It would not have been necessary to post the Bullish Percent Indicator data this week as no changes are in store for those readers using the Sector BPI investing model.  However, it is useful as we enter the summer months to keep an eye on sectors that may drop into the oversold zone.  Other than […]

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

Carson Sector BPI Portfolio Review: 28 June 2024

June 28, 2024 By Lowell Herr

This morning the Carson Sector BPI (named for Rachel Carson) portfolio is due for an update.  As the oldest Sector BPI portfolio the Carson is also a top performing portfolio.  As one of several portfolio using the Sector BPI investing approach checking up on the bullish status of the eleven market sectors is critical.  Early […]

Filed Under: Carson Portfolio, Sector BPI Tagged With: Carson Portfolio, Sector BPI

McClintock Sector BPI Portfolio Review: 25 June 2024

June 26, 2024 By Lowell Herr

McClintock is the Sector BPI portfolio up for review this morning.  As you will recall, Materials was down to 37.9% bullish or in the area where daily attention is required.  I checked this morning and there has been no change in the percent of bullish Materials stocks.  It continues at 37.9% bullish. Now that we […]

Filed Under: McClintock Portfolio, Sector BPI Tagged With: McClintock Portfolio

Rutherford Portfolio Review (Tranche 4): 21 June 2024

June 23, 2024 By hedgehunter

US Equities hit new all-time highs again this week as the SPX (S&P 500 Index) continued in it’s upward trend: However, the index seemed to find resistance at the psychological 5500 “round” number level – so we will have to wait to see whether this level holds and we take a breather with a pullback […]

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

Bullish Percent Indicators: 21 June 2024

June 22, 2024 By Lowell Herr

What happened to U.S. Equities this past week?  Lifetime and Platinum members will see that little action took place other than a slight decay in performance for small- and mid-cap stocks.  The first table lays out the broad picture while the second table separates the market into sectors and it is this information we use […]

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

Franklin Sector BPI Portfolio Review: 21 June 2024

June 21, 2024 By Lowell Herr

Welcome to the first full day of summer.  To open up the third quarter I’ll review the Franklin, similar to the Gauss updated yesterday.  One major difference between these two portfolios is that the Franklin concentrates on using VOO and VTI when sectors are “out of favor” as is the current situation.  As you will […]

Filed Under: Franklin Portfolio, Sector BPI Tagged With: Franklin Portfolio

Gauss Sector BPI Portfolio Review: 20 June 2024

June 20, 2024 By Lowell Herr

Gauss is the Sector BPI portfolio scheduled for review this first day of summer.  The Gauss uses a few more equity ETFs than some of the other Sector BPI portfolios in that developed international and emerging market equities are investment options.  These additions have been a drag on performance as readers will see below.

Filed Under: Gauss Portfolio, Sector BPI Tagged With: Gauss Portfolio

Huygens Asset Allocation Portfolio: 19 June 2024

June 19, 2024 By Lowell Herr

There are three ITA portfolios I track that use the Asset Allocation model.  The oldest is the Schrodinger and new to the game are the Pauling and Huygens.  These latter two were launched in April of this year so there is little history.  This morning I am updating the Huygens as a few shares of […]

Filed Under: Huygens Portfolio, Asset Allocation Tagged With: Huygens Portfolio

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Portfolios coming up for review.  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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