Copernicus is a portfolio designed to keep pace with the S&P 500. The goal of this portfolio is to use dollar-cost-averaging by purchasing U.S. Equities during good and bad times while never selling unless there is no other choice. Thus far, this investing model is working extremely well as the Copernicus is the top portfolio […]
Franklin Sector BPI Portfolio Review: 10 August 2023
Before completing the review of the Franklin I checked to see if any sectors reached the oversold zone. Not one sector is in this condition so there are no Buy recommendations. The only remaining sector holding is Communications (VOX) as all other sector holdings managed to hit their Trailing Stop Loss Order (TSLO) strike price. […]
Millikan Sector BPI Portfolio Review: 8 August 2023
Yesterday I updated the Carson portfolio, one of several accounts managed using the Sector BPI Plus investing model. This morning the Millikan, another Sector BPI portfolio, is scheduled for an update. Over the last two reviews the Millikan gained slightly on the SPY benchmark, a positive sign for this particular investing model. Millikan Investment Quiver […]
Carson Sector BPI Portfolio Review: 7 August 2023
Carson is the Sector BPI portfolio up for review this morning and it is due for an update as cash is available for reinvesting. The Carson continues to hold three sector ETFs and two of the three are working on TSLOs. Based on the latest BPI data both Energy (VDE) and Financial (VFH) are overbought. […]
Bullish Percent Indicators:
August opened with a poor week for U.S. equities. All the major indexes are down while sectors are a mixed bag. When working through the following tables, check the right-hand side (X’s and O’s) for a peek into broad market action and use the left-hand side for granular data as the percentages provide more precise […]
Bethe Portfolio Review: 4 August 2023
Bethe is the portfolio scheduled for review this 4th day of August. Over the next few weeks or perhaps months readers will see this portfolio transition from a growth-income portfolio to another Sector BPI Plus investment model. The primary reason for the change is that the Sortino continues in negative territory indicating the account is […]
Gauss Sector BPI Portfolio Review: 3 August 2023
Updating the Bullish Percent Indicator (BPI) spreadsheet this morning no changes were observed. There certainly are no Buy recommendations and all the overbought sectors have Trailing Stop Loss Orders (TSLOs) already in place. Gauss has cash available and I set a number of limit orders as readers will see as this review proceeds. Gauss is […]
Kepler Portfolio Update: 2 August 2023
Kepler is another portfolio where I am setting up the investment quiver so securities will come close to matching the performance of the S&P 500 while providing some downside protection when bear markets occur. As readers will see in a moment, this is a period where equities rather than bonds are recommended.
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