“Fund expenses have a direct impact on investment returns.” Carson, the oldest Sector BPI portfolio, is the account up for review today. With U.S. Equities pushing the upper limits no sectors are positioned in the oversold zone. In these market conditions investments focus of using available cash
Bullish Percent Indicators: 1 March 2024
Based on BPI data for this week, it was a positive five days for U.S. Equities. There were two exceptions among the eleven sectors, but overall it was a good week for stocks. Index BPI All indexes are bullish with exception of the DJIA and that is
Bullish Percent Indicators: 23 February 2024
Despite a strong day or two this week, Bullish Percent Indicators paint a slightly weak outcome for U.S. Equities. This is the case for both the broad indexes as well as the individual market sectors. The call for a Buy in Utilities a week ago is paying off
Secure Act 2.0 IRA Charitable Annuity
Secure Act 2.0 IRA Charitable Annuity is a relative new addition to the basic IRA program. I’m providing several links for interested readers in this one-time charitable contribution of $53,000. The idea is the following. An individual is permitted to make a one-time contribution of $53,000 (will likely
Bullish Percent Indicators: 16 February 2024
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
Bullish Percent Indicators: 2 February 2024
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 […]
Copernicus Portfolio Review: 2 February 2024
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
Schrodinger Portfolio Review: 1 February 2024
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
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