This was a good, but not stellar week for U. S. Equities. Nearly every index and sector Bullish Percent Indicator (BPI) either gained or held steady this week. The one major change happened in the Financial sector as it moved into the overbought zone. This will require attention in those portfolios that might be holding […]
Huygens Sector BPI Portfolio Review: 24 November 2023
Sector BPI portfolios have entered a quite period as all sectors with exception of Technology reside in the “neutral” zone. Neutral is defined as Bullish Percent Indicators (BPI) lower then 70% bullish and above 30% bullish. The Huygens portfolio differs only in that it is carrying a high percentage (44%) in cash. Huygens Investment Quiver […]
Portfolio Performance Comparisons: 23 November 2023
How are the different portfolios performing when compared with each other? All portfolios have been reviewed at least once in November. While the Annual IRR data is current, the various risk measurements are only accurate as of the last review date (5th column from the right).
Sector BPI Investing: Bohr Portfolio Review – 22 November 2023
Bohr is the Sector BPI portfolio scheduled for review this morning. Before making any decisions or moving forward with this update of the Bohr, I checked the Bullish Percent Indicators (BPI) for the eleven market sectors and found no changes. Technology is still overbought and that is the single sector currently residing outside the “neutral” […]
McClintock Portfolio Review: 21 November 2023
McClintock is another Sector BPI Plus portfolio up for review this morning. No change is required, but if the portfolio held Financials (VFH) I would be placing a 3% Trailing Stop Loss Order (TSLO) under the ETF. Yes, the McClintock holds one share of VFH, but this is insufficient to create a sell order. I […]
Reworking Pauling Portfolio: 20 November 2023
Based on discussions found in the Comment section of the most recent BPI blog post, below is an investment quiver that may be the future of the Sector BPI Plus portfolios. What I’ve done is to add eleven sector ETFs where these new eleven are equal-weight index securities rather than cap-weighted. If readers wish to […]
Tweaking Sector BPI Plus Investing Model: Part II
Sufficient additions or modifications have occurred since launching the original Sector BPI investment model that it now makes sense to summarize how one manages these portfolios. Here is the step by step process I go through when I review or update a Sector BPI Plus portfolio. Update the BPI spreadsheet to see if there are […]
Bullish Percent Indicators: 17 November 2023
Pay close attention to the following tables as there are a few new wrinkles spawned by comments placed in the last BPI blog post. As for recommendations that will impact the Sector BPI Plus portfolios – no changes. No activity is planned for the McClintock portfolio, up for review on Tuesday.
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