Bethe is a portfolio in transition from an income oriented emphasis to the Sector BPI Plus investing model. Bethe currently holds three Closed-End-Funds and limit orders are in place to sell those holdings. When this happens the Kipling spreadsheet will be used for guidance as to which, if any, equities to purchase. The Sector BPI […]
Carson Sector BPI Portfolio Review: 29 August 2023
Stocks are off to a smart start today and this is where the “Plus” part of the Sector BPI Plus investing model patch is working its will. If you recall, the original Sector BPI portfolio would have us lounging in cash under these market conditions as there have not been any sector buy signals for […]
Schrodinger Portfolio Review: 28 August 2023
Schrodinger is the passively managed portfolio up for review this morning. As a Robo Advisor or computer managed portfolio the owner of this portfolio does nothing except save or withdrawal from the account. On rare occasions the Stock/Bond ratio may be altered, but I don’t think the owner of the portfolio has done this since […]
Bullish Percent Indicators: 25 August 2023
Before beginning the BPI blogs I attempt to intuit the direction of the X and O side of the following tables. When the stock market rebounded Friday I assumed we might see a few more X’s show up, particularly within the sectors. Not so as only two sectors are bullish. Index BPI Fewer than 50% […]
Huygens Portfolio Review: 25 August 2023
Huygens is the portfolio scheduled for review this morning and there are a few changes in the works. To keep up with the S&P 500 I am moving this portfolio toward an equity bias. In other words, I’m building up shares in VOO, SPY, VTI, and ESGV. When international equities are in favor I’ll add […]
Pauling Portfolio Review: 24 August 2023
From its early days as a Dual Momentum™ portfolio the Pauling struggled to perform as expected. Without going into detailed analysis this may be one of those portfolios that was launched when the market declined and new money was added at high points. Regardless, a change was needed and I made a switch in the […]
Millikan Portfolio Review: 23 August 2023
Millikan is another Sector BPI Plus portfolio. This portfolio began as a Dual Momentum™ model portfolio and I shifted it over to the Sector BPI model as the hypothesis seemed to be stronger than the DM approach. More time and history is needed to see if this move makes sense. So far it has as […]
Carson Sector BPI Portfolio Review: 22 August 2023
Carson is the Sector BPI portfolio up for review this morning. In addition to updating the Carson, readers interested in knowing how to manage a Sector BPI Plus portfolio will find instructions in this blog post. Since no sectors are in the Buy or oversold zone and we have Trailing Stop Loss Orders (TSLOs) in […]
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