Are you looking for a portfolio that requires no decisions? If so, the Schrodinger is for you. This portfolio was initially set up to answer the question – “Who Will Manage the Family Portfolio When I Die? The following analysis of this Robo Advisor portfolio answers this fundamental question. Schwab refers to these computer managed […]
Sector BPI Portfolio Report: 27 November 2023
For some reason I keep thinking the Sector BPI model is close to two years old. In fact, the Carson Sector BPI model was launched a little over a year ago. A number of ITA portfolios held shares in Real Estate (VNQ) nearly from the very first day this blog began back in 2008. This […]
Rutherford Portfolio Review (Tranche 2): 24 November 2023
It was a relatively quiet week in US markets as many investors celebrated Thanksgiving: The SPX is still sitting below the resistance zone at ~4600 that we really need to see broken before the recent uptrend channel can be considered sustainable. Most other markets/asset classes were also quiet, leaving US equities near the top of […]
Bullish Percent Indicators: 24 November 2023
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 […]
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” […]
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 […]
Rutherford Portfolio Review (Tranche 1): 17 November 2023
After Tuesday’s strong breakout to the upside, US Equities calmed down into consolidation mode but ended the week up ~2.5% from last week’s close: I think we can say that we have broken out of the downtrend channel that we have experienced over the past 3 months and may be gearing up for Santa’s rally […]
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 […]
Copernicus Portfolio Update: 14 November 2023
From one of the poorest portfolio performers (Kepler) we now shift to one of the best performers. In addition, no particular skills are needed to manage the Copernicus, the portfolio up for review today. Copernicus is the portfolio I highly recommend for those working full-time and have only a few minutes per month to pay […]
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