Pauling is a recent Asset Allocation portfolio as performance has been a disappointment. Thus the change. If this Asset Allocation model does not show improvement over the next few months I’ll recommend shifting this portfolio to a Schwab Intelligent Portfolio or a model similar to the Schrodinger. The Pauling began the AA model about a […]
Gauss Sector BPI Portfolio Review: 27 May 2024
Sending best wishes to all readers on this Decoration Day. Gauss is the Sector BPI portfolio up for review. This particularly portfolio is set up with an expanded investment quiver that includes developed international equities (VEA) and emerging market equities (VWO) whereas most of the Sector BPI portfolios focus on VTI and VOO as the […]
Einstein Sector BPI Portfolio Review: 24 May 2024
The Einstein portfolio poses particular problems and is an interesting test of the Sector BPI investing model. Details to follow. Due to the owner needing cash from this account in the near future, the Einstein will be managed differently.
Bullish Percent Indicators: 24 May 2024
Bullish Percent Indicators (BPI) provide a different way of looking at or checking market action. The data provided in the two following tables is quite provincial in that the data focuses on U.S. markets and omits all international markets. Keep that in mind as you peruse the following data. Based on the BPI data, this […]
McClintock Sector BPI Portfolio Review: 23 May 2024
One of the younger Sector BPI portfolios is the McClintock. In operation a tad over seven (7) months or barely sufficient time to make any kind of evaluation as to the viability of this investing model we are looking for trends rather than current values. For most of this short period we have been in […]
Carson Sector BPI Portfolio Review: 23 May 2024
Carson is the oldest Sector BPI portfolio as well as the top performer employing this particular investing model. One change that took place since the last review is the recent sale of shares of VPU. The Utilities ETF triggered the 3% TSLO set a number of weeks ago. Another “major” sector holding, Technology, moved into […]
Franklin Sector BPI Portfolio Review: 22 May 2024
The Franklin is one of several Sector BPI portfolios using this investment model since late 2022. Thus far the performance is strong and the risk seems to be under control. This morning I checked on the Bullish Percent Indicator (BPI) data and Technology is within a whisker of the overbought zone. As a result I […]
Bullish Percent Indicators: 17 May 2024
Bullish Percent Indicator (BPI) data points to another strong week for U.S. Equities. While Energy dropped out of the overbought zone, two other sectors moved above the 70% critical bullish line. The month of May is off to a much better start than anticipated.
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