The McClintock portfolio is scheduled for an update this morning. With the market in retreat, I thought I might see a change in the recommendation. However, the McClintock uses the one-year look-back period so a few days of change is unlikely to impact this portfolio. No change is recommended and that is what you will […]
Bethe Portfolio: An Interim Examination – 26 July 2021
Bethe is not scheduled for an update this morning. The primary reason for this interim review is due to the market dip last week. Perhaps some securities were sold due to TSLO settings. I need to check to see if there was any market action in the Bethe. Furthermore, I’ve been watching as non-equity ETFs […]
Rutherford Portfolio Review (Tranche 4) – 23 July 2021
After a rough start on Monday, U.S. Equities bounced strongly for the rest of the week to again close at all-time highs: The weekly range was also a little unusual in that it was greater than the Expected Move as calculated from the Implied Volatility of Option prices. The weekly returns of ETFs in the […]
Bullish Percent Indicators: 23 July 2021
Before bringing up any of the Bullish Percent Indicators, also known as Point and Figure (PnF) graphs, I toggle my intuition meter. Is it going to be a bullish or bearish set of data? Friday’s bullish market likely influenced my thinking as I concluded it would be a bullish week in general. There are a […]
Franklin Portfolio Review: 23 July 2021
The Franklin Dual Momentum™ portfolio is due for an update this morning. As readers will recall, the Franklin is one of three Dual Momentum™ portfolios participating in a look-back experiment. The Franklin uses a short combination, the Pauling applies the default look-back combination and the McClintock follows the one-year look-back as recommended by the developer […]
Schrodinger Portfolio Review: 22 July 2021
The Schrodinger portfolio is up for review this morning. As long-time readers know, this is a Robo Advisor portfolio or an account managed for free by computer algorithms. In the following update I show performance data since this portfolio was launched at the end of July 2017. So I am able to compare performance with […]
Gauss Portfolio Review: 20 July 2021
Gauss is the portfolio up for review this morning. As with most of the Relative Strength portfolios I am using the Buy-Sell-Hold model. Readers may ask, why not use the HA model as it is showing up as the best performer when one checks the Carson experiment. To be sure, I am keeping an eye […]
ITA Portfolio Performance Data: Mid July 2021
Posting ITA portfolio performance data to keep readers informed is something I’m attempting to do now that I have more historical data from the risk ratio calculations. As I’ve mentioned before, while the Internal Rate of Return (IRR) is extremely valuable, of equal importance are the calculations indicating what risk is involved in reaching the […]
Rutherford Portfolio Review (Tranche 3) – 16 July 2021
I suppose it was inevitable that we should see a pullback after three weeks of strong bullish performance in US equities. The S&P 500 Index closed down ~1% from last week’s close and ~1.5% from Wednesday’s all-time high:
Kepler Portfolio Review: 16 July 2021
Kepler definitely requires more decisions than the McClintock portfolio updated a few hours ago. As one of the Relative Strength portfolios, the Kepler is following the Buy-Hold-Sell (BHS) investing model. In the following analysis I’ll show the current investment quiver, BHS recommendations, risk controls, performance data, and the latest risk ratios. One of the first […]
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