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Schrodinger Portfolio Review: 8 January 2024

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Schrodinger is an excellent portfolio to review on a Monday as no decisions are required.  As long-time readers know, the Schrodinger is an Intelligent Portfolio managed by computer algorithms at Schwab.  These portfolios are sometimes known as Robo Advisor portfolios.  The owner of this portfolio does nothing except add new cash when possible.  Computers set […]

Bullish Percent Indicator Data: 5 January 2024

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The following two data tables provide or inform us as to the weakness in U.S. Equities.  While there are still plenty of overbought indexes and sectors, the direction this past week was down. Check the center footer to see what portfolios are coming up for review this week.  It will be a full week of […]

Carson Sector BPI Portfolio Review: 4 January 2024

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Yellowstone National Park January is off to a slow start when it pertains to U.S. Equities.  As a result numerous sector ETFs have been sold out of a number of ITA portfolios.  This leaves considerable cash lying around requiring some action.  This is also true for the Carson, the portfolio up for review this morning.  […]

Gauss Sector BPI Portfolio Update: 3 January 2024

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Jeffrey Pine atop Sentinel Dome in Yosemite National Park – circa 1972 from scanned slide.  This tree died in the late 1970s. While it is early to update the Gauss, I received numerous notices today that shares of several sector ETFs hit their TSLO strike prices.  Shares of VAW and VCR were sold out of […]

Franklin Portfolio Review: 3 January 2024

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Despite the small size, the Franklin portfolio receives the same attention as the larger portfolios.  The same methods are used to manage this Sector BPI portfolio as with all other sector BPI portfolios.  Readers interested in the Sector BPI model will find this Seeking Alpha article of interest.  Click on this link and take a […]

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