Before updating the Bullish Percent Indicator workbook, I check my “gut” feelings as to what I think the table will look like. I was optimistic this week, but not completely accurate as the U.S. Equities market is not as strong as one might think. I was mislead by the strong Dow Jones Industrial Average. Yes, […]
Sample Robo Portfolio Using LRPC Momentum Model
Below is a sample portfolio using the Schwab robo ETFs. Instead of setting the asset allocations to 100%, my judgments as to the maximum to invest in any one ETF is shown in the Strategic or Max AA column. The dollar amounts and shares come from the Schrodinger portfolio. I made one addition and that […]
Coming Next Week
To open up the December reviews, we have in store: McClintock, Bohr, and Gauss. All are managed using the LRPC model. One portfolio primarily uses Vanguard ETFs while another uses iShares. If there are major changes in market movement, I’ll revisit some of the other portfolios. That does not look likely at this time.
Bullish Percent Indicators: A November 2019 Update
It has been a number of weeks since I last posted Bullish Percent Indicator data. While there are no major surprises this week, it is time to see what the U.S. Stock Market looks like on a broad basis. For new readers, red cells on the left side of the table indicate an over-bought market. […]
Happy Thanksgiving – 2019
Happy Thanksgiving
iShares Sample Portfolio
Among the first ETFs to come on the market were from iShares. In this sample portfolio or “investment quiver” we see how these early securities are used to construct a portfolio. Both value and growth asset classes are covered for different cap sizes. SPY is included to cover the S&P 500 so there will be […]
Franklin Portfolio: Adjusting Investment Quiver
Several portfolios are not performing as expected. To improve returns I’m in the process of making major adjustments and the Franklin portfolio is in line for a change. The “investment quiver” is undergoing restructure as you see in the first screenshot. This is a small portfolio making it a good “lab rat” for this alteration. […]
Bethe Portfolio Review: 24 October 2019
Yesterday I updated one of the three Dual Momentum portfolios. If you read that blog post you were aware of the move from U.S. Treasuries to U.S. Equities. In this review of the Bethe portfolio, there are also a few changes, but U.S. Equities does not come into play as there are several other asset […]