Several weeks passed since I last posted any Bullish Percent Indicator (BPI) data. No recommendations were forthcoming so it was not necessary to fill up the blog with useless data. That changed this week as several sectors moved into the overbought zone requiring some attention to Sector BPI portfolios. Friday’s market brought another change in […]
Huygens Asset Allocation Portfolio Review: 23 August 2024
Huygens is the Asset Allocation portfolio up for review this morning. While the Huygens is rounding into shape or the various assets are moving toward the recommended balance positions, major price changes, as we have seen over the last week, makes it difficult to keep the asset classes in balance. Later in this blog I’ll […]
Copernicus Portfolio Update: 22 August 2024
Copernicus is the portfolio scheduled for review this morning. This is one of the easiest portfolios to update as there is nearly nothing to do other than save and invest in U.S. Equities. The Copernicus is designed for young investors or someone who has at least 10 years of investing ahead. A retiree might use […]
Franklin Sector BPI Portfolio Review: 20 August 2024
Before updating the Franklin I checked the Bullish Percent Indicator (BPI) data to see if any sectors moved into the overbought zone as a result of the recent market performance. The two sectors in the overbought zone are Utilities and Real Estate. I don’t hold securities in either sector so no changes are required at […]
Millikan Sector BPI Portfolio Review: 13 August 2024
Millikan is one of five portfolios employing the unique Sector BPI investing model. Bullish Percent Indicator charting is not what one might call “main stream” investment tracking. It is a different way of monitoring security performance. The Sector BPI investing model breaks the U. S. Equities market down into eleven sectors. Each week I check […]
Bethe Asset Allocation Portfolio Review: 12 August 2024
Bethe was first launched eight years ago, but not as an Asset Allocation portfolio. This month we begin a new (to the Bethe) investing approach with this portfolio. As we gather data from month to month we will see how this model performs, both on a return and risk basis. Diversification across the globe is […]
Bullish Percent Indicators: 9 August 2024
Monument Valley It has been several weeks since I posed BPI data as there were no changes that merited posting static information. This past week it was different as Discretionary, Energy, and Technology all moved into the oversold zone. With the market rebound after the dramatic draw-down, only Energy remains in the oversold zone. This […]
Pauling Asset Allocation Portfolio Update: 8 August 2024
Pauling is the Asset Allocation portfolio up for review this morning. As one of the poorest performing ITA portfolios over the past two years I made some changes. The big one is a move to an Asset Allocation model which will reduce my workload. Now that treasuries, bonds, real estate and international equities play a […]
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