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Rutherford Portfolio Review (Tranche 1): 28 June 2024

June 29, 2024 By hedgehunter

US equities, as measured by the performance of the S&P 500 Index (SPX), closed the week slightly lower than last week’s close after consolidating sideways for most of the week and battling with the 5500 resistance level. Markets were weak on Friday as investors absorbed the potential impact of Thursday’s presidential debate: Although the SPX […]

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

Schrodinger Intelligent Portfolio Update: 28 June 2024

June 29, 2024 By Lowell Herr

Saturday is not a normal day for me to update a portfolio as I prefer to buy and sell securities, if the analysis calls for a change, when the market is open.  That is not the case with the Schrodinger as I don’t make the management decisions.  Buy and sell decisions are determined by computer […]

Filed Under: Schrodinger Portfolio, Asset Allocation, ITA Portfolios, Portfolio Management Tagged With: Asset Allocation, Schrodinger Portfolio

Carson Sector BPI Portfolio Review: 28 June 2024

June 28, 2024 By Lowell Herr

This morning the Carson Sector BPI (named for Rachel Carson) portfolio is due for an update.  As the oldest Sector BPI portfolio the Carson is also a top performing portfolio.  As one of several portfolio using the Sector BPI investing approach checking up on the bullish status of the eleven market sectors is critical.  Early […]

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

Rutherford Portfolio Review (Tranche 4): 21 June 2024

June 23, 2024 By hedgehunter

US Equities hit new all-time highs again this week as the SPX (S&P 500 Index) continued in it’s upward trend: However, the index seemed to find resistance at the psychological 5500 “round” number level – so we will have to wait to see whether this level holds and we take a breather with a pullback […]

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

Sector BPI Millikan Portfolio Update: 14 June 2024

June 17, 2024 By Lowell Herr

If you have been looking for portfolio updates over the past week and saw little action, I took a few days off for a trip to Southern California.  Now back from that trip, expect to see quite a bit of action as I update a number of portfolios.  Fortunately for the sector portfolios no sectors […]

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

Rutherford Portfolio Review (Tranche 3): 14 June 2024

June 16, 2024 By hedgehunter

It was another bullish week in US equities with stocks continuing their slow climb to new highs: In terms of relative strength, compared with other major asset classes, US equities again came in close to the top of the list, although long term treasury bonds (TLT) stole the show: Current holdings in the Rutherford Portfolio […]

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

Bullish Percent Indicators: 14 June 2024

June 15, 2024 By Lowell Herr

Bullish Percent Indicators were mixed this week.  Both major indexes (NYSE and NASDAQ) declined in the number of bullish stocks.  Large tech stocks performed well as we see improvement in the NASDAQ 100.  We do not see broad strength in the U.S. Equities market.  This is one of the reasons for holding a large percentage […]

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

If Starting Over

June 10, 2024 By Lowell Herr

What advice would I pass on to a beginning investor?  Is this advice applicable for a retired investor?  You be the judge. Investing does not require a finance degree from the University of Chicago.  For starters, check out this video to see just how simple it really is.  To broaden your knowledge, read a few […]

Filed Under: Beginning Investors, Passive vs. Active Tagged With: Beginning Investors

Kahneman-Tversky Portfolio Review: 7 June, 2024

June 9, 2024 By hedgehunter

The Kahneman-Tversky (K-T) Portfolio is a simple Dual Momentum Portfolio that is split between two lookback period options over which “momentum”, or Relative Strength, is measured. The Kahneman portion of the portfolio uses a single long-term lookback period of 252 trading days (12 months) and reacts slowly to changes in “momentum”. The Tversky portion uses […]

Filed Under: Kahneman-Tversky Portfolio, Portfolio Construction, Portfolio Management Tagged With: Kahneman-Tversky Portfolio, Portfolio Management, Portfolio Performance

Rutherford Portfolio Review (Tranche 2): 7 June 2024

June 8, 2024 By hedgehunter

US Equities continued their upward climb hitting new all-time highs during the week and closing ~1% higher than last week’s close: This again places US Equities near the top of the performance list of major asset classes: Commodities (DBC) and Gold (GLD) fell from grace this past week. Current holdings in the Rutherford portfolio look […]

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

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