Bullish Percent Indicators this week are bullish when taken as a whole. Investors following or using the Sector BPI model will find three sectors overbought. All the major indexes are bullish with the Dow Jones Industrial Average reaching the overbought zone. This past week a reader posed a question related to what settings to use […]
Carson Update – Preempting Potential Weakness: 14 April 2023
Rather than wait and be trapped in limbo, this adjustment to the Carson is similar to the changes I’m making with the Bohr and Bethe portfolios. Instead of relying strictly on the Sector BPI model, I’m adding options should sector ETFs rise into the overbought zone, be sold due to a declining price triggering the […]
Bethe Portfolio Update – A Three Tier Model: 14 April 2023
Bethe is updated today as it is a good followup to the Bohr review posted yesterday. These two portfolios are managed with a similar three tier approach. The first order of business is to fill any Sector BPI recommendations. The second management decision is to employ the Dual Momentum™ model if cash is available. The […]
Bohr Portfolio Review: 13 April 2023
Bohr is the portfolio scheduled for review today. Some alterations are planned for this account so pay attention as I walk through what I see as some ways to “heal” or strengthen apparent weaknesses that are likely to arise in the Sector BPI model. The plan is to make similar changes to the Bethe portfolio […]
Franklin Portfolio Update With A Bard Example: 12 April 2023
Franklin (named for Rosalind of DNA fame) is the portfolio scheduled for an update this morning. Moments ago I checked the latest Sector BPI data and Utilities (VPU) remains in the overbought zone. The recommendation is to place a 3% Trailing Stop Loss Order (TSLO) under VPU, assuming investors are holding that ETF in their […]
Millikan Portfolio Update: 11 April 2023
Given the over-bought signal generated yesterday for Utilities (VPU) I wanted to update at least one of the four Sector BPI portfolios to see how well it is performing based on annualized IRR data and risk factors such as the Jensen Performance Index. Follow along as I walk through an update of the Millikan. Millikan […]
Kepler Portfolio Management: 11 April 2023
Kepler is the Relative Strength portfolio scheduled for review today. As readers will soon see, this portfolio is not up to snuff when it comes to performance. I’ll work with the BHS model for a few more months, but patience is running thin, particularly when models requiring much less work are performing much better.
Carson Portfolio Update: 10 April 2023
Carson is the portfolio up for review this morning. Based on Bullish Percent Indicator data from last week, no Buy or Sell orders are called for other than the Trailing Stop Loss Order (TSLO) recommended for Energy (VDE). Regular readers have already digested this information. I set TSLOs for VDE in every Sector BPI portfolio […]
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