Franklin is another Sector BPI Plus portfolio where we use sector ETFs as the primary security source based on information that comes out of the Bullish Percent Indicator data. At this time no sectors are listed in the oversold zone and we already have all the overbought sectors either sold or still holding Trailing Stop […]
Copernicus Portfolio Review: 4 September 2023
With markets closed due to Labor Day, this seems like an appropriate time to review the Copernicus portfolio as no sell decisions are required. As readers will recall, the Copernicus is the portfolio where we continue to purchase U.S. Equities as new cash and dividends provide opportunities to build the portfolio.
Portfolio Performance Comparisons: 1 September 2023
Since it has been a number of weeks since the last performance comparison update, a few explanations are in order. The portfolios are broken into groups depending on the investing model. Several portfolios are moving to different investing models. The next time this table is presented there will be changes in the groupings. The Annual […]
Bullish Percent Indicators: 1 September 2023
We need more weeks like this one as all indexes increased or held even in the percentage of bullish stocks. Nearly all sectors also improved during the week. Two sectors, Staples and Utilities, merit watching as both are close to the oversold zone. Index BPI All seven indexes are within +/- 10% of 50% bullish […]
Bethe Portfolio Review: 31 August 2023
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% […]
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