There are three ITA portfolios I track that use the Asset Allocation model. The oldest is the Schrodinger and new to the game are the Pauling and Huygens. These latter two were launched in April of this year so there is little history. This morning I am updating the Huygens as a few shares of […]
Sector BPI Millikan Portfolio Update: 14 June 2024
If you have been looking for portfolio updates over the past week and saw little action, I took a few days off for a trip to Southern California. Now back from that trip, expect to see quite a bit of action as I update a number of portfolios. Fortunately for the sector portfolios no sectors […]
Bullish Percent Indicators: 14 June 2024
Bullish Percent Indicators were mixed this week. Both major indexes (NYSE and NASDAQ) declined in the number of bullish stocks. Large tech stocks performed well as we see improvement in the NASDAQ 100. We do not see broad strength in the U.S. Equities market. This is one of the reasons for holding a large percentage […]
If Starting Over
What advice would I pass on to a beginning investor? Is this advice applicable for a retired investor? You be the judge. Investing does not require a finance degree from the University of Chicago. For starters, check out this video to see just how simple it really is. To broaden your knowledge, read a few […]
Franklin Sector BPI Portfolio Review: 5 June 2024
Sector BPI investing continues to be tested through the Franklin portfolio. Launched in early November of 2022 we now have 1.5 years of data with this portfolio. Few trades occurred over this period, but we recently sold Technology (VGT) and Utilities (VPU) as both sectors reached the overbought zone. This leaves the Franklin with over […]
Copernicus Portfolio Review: 4 June 2024
Copernicus is one of two portfolio I highly recommend for working young folks who have little time to spend on portfolio management. The other obvious choice is the Schrodinger. The goal of the Copernicus is to invest in U.S. Equities and never sell unless there is an emergency. While I use four equity ETFs one […]
Intelligent Portfolio – Schrodinger: 3 June 2024
Before moving into the Schrodinger update, register as a Guest and wait to be elevated to the Platinum level if you wish to read all blog posts. Schrodinger is the Schwab Intelligent Portfolio up for review this morning. As a reminder to new readers, the Schrodinger is managed by computer at Schwab. There is no […]
Bullish Percent Indicators: 31 May 2024
Friday’s uptick near the market close was insufficient to counter the broad decline in the major indexes and sectors of U.S. Equities. I assumed we might see a few sectors turn bullish based on the surge late Friday. Not so. Only one index and one sector are currently bullish and both show weakness when we […]
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