Collapse of the Silicon Valley Bank, continuation of high inflation, strong employment numbers, and the threat of default on the debt limit all rattled the stock market this week. Two major indexes and four more sectors moved into the over-sold zone. Utilities (VPU) was already over-sold. Call this action the first move of the sector […]
Kepler Portfolio Review: 10 March 2023
Kepler, one of two Relative Strength portfolios, is up for review today. Over the past 14 months neither the Einstein or Kepler have demonstrated the performance/risk level expected of this model. Regardless, I’m going to continue testing this investing model as we need to see how it works in something other than the poor investing […]
Franklin Portfolio Update: 7 March 2023
The Franklin is not scheduled for a full review. I want to begin the March risk ratios so this is an update for this Sector BPI portfolio. Checking the Bullish Percent Indicators (BPI) data this morning, nothing significant changed. Utilities continues to be over-sold and that is the sole sector that is under the waterline.
Bohr Portfolio Review: 7 March 2023
Bohr is an income/growth portfolio of which there are two. The other portfolio following this model is the Bethe portfolio. As readers will see in a moment, the current emphasis is on income as the Bohr is designed to generate $18,500 per year. When a retiree needs income there is always a difficult decision to […]
Carson Portfolio Update: 6 March 2023
Carson is one of the first portfolios I converted to the Sector BPI model. Thus far it is working quite well, but it is still much too early to draw any viable conclusions. As with the Millikan, we are checking in on Utilities (VPU) to make sure the Carson is holding a full (15%) in […]
Millikan Portfolio Update: 7 March 2023
Millikan is the Sector BPI portfolio up for review this morning. Based on the latest Bullish Percent Indicator data, only Utilities is over-sold so it is essential that sector be fully populated. As readers will see in a moment Utilities holds the recommended 15% of the total portfolio.
Gauss Portfolio Review: 4 March 2023
Based on the BPI data from this past week, nothing is required of the Gauss Portfolio. As you see in the first slide below, Utilities (VPU) calls for a 15% position and the current position percentage is 14.9%. Utilities is the single sector in the over-sold zone.
Bullish Percent Indicator: 3 March 2023
Bullish Percent Indicators as they pertain to the Sector BPI portfolios call for no changes this week. Only one sector ETF is found in the over-sold zone so no reviews of the Carson, Franklin, Gauss, and Millikan are eminent. A false notification was sent out earlier. Instead of scheduling this blog to go out tomorrow, […]
- « Previous Page
- 1
- …
- 101
- 102
- 103
- 104
- 105
- …
- 141
- Next Page »
You must be logged in to post a comment.