Gauss kicks off the first Sector BPI portfolio in July. The latest BPI data is not recommending any changes that influence current sector holdings in the Gauss. With 41% of the portfolio in cash some decisions are required. Follow along as I walk through the analysis.
Copernicus Equity Only Portfolio Update: 1 July 2024
Copernicus is a U.S. Equity only portfolio. In other words, the only investments are U.S. Equity ETFs. As such the Copernicus is nearly guaranteed to outperform the S&P 500 if two conditions are met. 1) The market is higher when the performance calculation is conducted. 2) The portfolio does not carry too much cash. How […]
Schrodinger Intelligent Portfolio Update: 28 June 2024
Saturday is not a normal day for me to update a portfolio as I prefer to buy and sell securities, if the analysis calls for a change, when the market is open. That is not the case with the Schrodinger as I don’t make the management decisions. Buy and sell decisions are determined by computer […]
Bullish Percent Indicators: 28 June 2024
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 […]
Carson Sector BPI Portfolio Review: 28 June 2024
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 […]
McClintock Sector BPI Portfolio Review: 25 June 2024
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 […]
Bullish Percent Indicators: 21 June 2024
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 […]
Franklin Sector BPI Portfolio Review: 21 June 2024
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 […]
- « Previous Page
- 1
- …
- 52
- 53
- 54
- 55
- 56
- …
- 143
- Next Page »
You must be logged in to post a comment.