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Rutherford Portfolio Review (Tranche 1): 24 March 2023

March 25, 2023 By hedgehunter

Despite the negative reaction and high volatility following Wednesday’s Fed announcements the SPX (S&P 500 Equity Index) managed to close the week a little over 1% higher from last week’s close: However price is still sitting at the top of a 2 SD long term downtrend channel and the bottom of a shorter term bullish […]

Filed Under: Rutherford Portfolio Tagged With: Portfolio Management, Portfolio Performance, Rutherford Portfolio

Bullish Percent Indicators: 24 March 2023

March 25, 2023 By Lowell Herr

Publication of Bullish Percent Indicator (BPI) data is a nearly weekly event.  This data is particularly important now that four ITA portfolios are managed using information from the second screenshot or the Sector Point and Figure (PnF) data table.  The four portfolios are:  Carson, Franklin, Gauss, and Millikan. The data for the following tables comes […]

Filed Under: Bullish Percent Indicators, Technical Indicators Tagged With: Bullish Percent Indicators

Pauling Dual Momentum Review: 24 March 2023

March 24, 2023 By Lowell Herr

Pauling is one of two remaining Dual Momentum™ portfolios.  Remaining in the sense that I moved two DM portfolios over to the Sector BPI model.   The other DM portfolio is the McClintock.  Of the seven (7) different investing models explained and tracked here at ITA the Dual Momentum model is the most disappointing.  While […]

Filed Under: Pauling Portfolio, Dual Momentum Tagged With: Dual Momentum, Pauling Portfolio

Franklin Sector BPI Portfolio Review: 23 March 2023

March 23, 2023 By Lowell Herr

The Franklin portfolio is one of four Sector BPI accounts I’m tracking here at ITA Wealth Management.  Moments ago I updated the sector section of the BPI spreadsheet and found only three sectors are currently positioned in the over-sold zone.  Those three are:  Energy (VDE), Materials (VAW), and Real Estate (VNQ).  Real Estate dropped from […]

Filed Under: Franklin Portfolio, Sector BPI Tagged With: Franklin Portfolio, Sector BPI

Einstein Portfolio Review: 22 March 2023

March 22, 2023 By Lowell Herr

Einstein is one of two Relative Strength or Relative Momentum portfolios tracked here at ITA.  Of all the various models it is this style that requires the most decisions and software to manage the portfolio.

Filed Under: Einstein Portfolio Tagged With: Einstein Portfolio

Carson Portfolio Review: 21 March 2023

March 21, 2023 By Lowell Herr

Welcome to the first full day of Spring.  To open up this season of the year I’ll update the Carson.  For additional information on the Sector BPI investing model check out this Seeking Alpha article.  I’ve been paying considerable attention to the four Sector BPI portfolios, particularly since we currently have five over-sold sectors.  Discretionary […]

Filed Under: Carson Portfolio, Portfolio Management, Sector BPI Tagged With: Carson Portfolio, Sector BPI

Gauss Portfolio Update: 19 March 2023

March 20, 2023 By Lowell Herr

Most investors prefer to keep things simple, particularly if they are still working.  If the investing model requires a little thought individuals are likely to avoid using it.  While I don’t know how many readers are using the different models tracked here at ITA, I suspect most are applying the Schrodinger, Copernicus or one of […]

Filed Under: Gauss Portfolio, Sector BPI Tagged With: Gauss Portfolio, Sector BPI

Rutherford Portfolio Review (Tranche 5): 17 March 2023

March 18, 2023 By hedgehunter

It was a difficult week in the US equity markets with the SPX gaining ~1% in a volatile week of market action: We are at the bottom of a 2 SD  short-term uptrend channel and close to the top of a 2 SD longer term downtrend channel. There is support/resistance in this general area and […]

Filed Under: Rutherford Portfolio, Portfolio Management, Portfolio Performance Tagged With: Portfolio Management, Portfolio Performance, Rutherford Portfolio

Bullish Percent Indicators: 18 March 2023

March 18, 2023 By Lowell Herr

This week the Bullish Percent Indicators produce interesting information as well as several anomalies.  If you are an investor interested or already using the Sector BPI model, there is new information for readers. Index BPI Friday’s market action produced several anomalies.  For example, check out the S&P 500 and Dow Jones Transportation Average (DJTA).  Both […]

Filed Under: Bullish Percent Indicators, Technical Indicators Tagged With: Bullish Percent Indicators, Sector BPI

Franklin Portfolio Review: 16 March 2023

March 16, 2023 By Lowell Herr

Franklin is one of four Sector BPI portfolios tracked here at ITA.  This is a unique investment model not found elsewhere to my knowledge.  If you are following the Sector BPI method the other three portfolios are:  Carson, Gauss, and Millikan. What happens when multiple sectors fall into the over-sold zone and the recommended percentage […]

Filed Under: Franklin Portfolio, Sector BPI Tagged With: Franklin Portfolio, Sector BPI

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Portfolios coming up for review.  Gauss, Copernicus, and Millikan are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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Random Posts

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