Since the Sector BPI investing model was launched a little over a year ago several tweaks or adjustments have been made to the BPI model. This blog post explains another adjustment or refinement. Rather than complicate the model, this version is one of reduction or simplification. To explain these changes it makes sense to apply […]
Kepler Portfolio Review: 23 February 2024
Normally I do not review individual portfolios on the weekend as markets are closed and if there are any manual risk adjustments advised they cannot be enacted until the market opens next week. There are two reasons why the Kepler is reviewed this morning. The last review occurred early in February and I wanted to […]
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 as readers will see in the second […]
Millikan Sector BPI Portfolio Review: 23 February 2023
Millikan is one of the older portfolios using the Sector BPI investing model. Nevertheless, we are still in the hypothesis stage with this model as we need to traverse several Buy/Sell cycles to gain a better understanding as to how this model works in different market conditions. New readers need to be patient and follow […]
Copernicus Portfolio Review: 23 February 2024
Today we return to the review of one of my two favorite portfolios. The other is the Schrodinger. Why do I look with favor upon the Copernicus? It is simple to manage and it is an excellent portfolio for those 10 or more years away from retirement. Young folks will find the Copernicus particularly to […]
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 be increased next year) to a qualifying […]
McClintock Sector BPI Portfolio Review: 20 February 2024
McClintock is the portfolio up for review this morning. Last week the utilities sector briefly dipped into the oversold zone and the McClintock was one portfolio fortunate to pick up sufficient shares of VPU to meet the 9.5% recommendation. The market appears to be taking a pause and as such I’ve been placing TSLOs under […]
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 indexes. I pay most attention to the NYSE and NASDAQ […]
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