It was another positive week for US equities with the S&P 500 Index hitting new highs after a shaky start to the week. At the end of the week US equities closed ~1.4% higher than last week’s close: Relative to other major asset classes US Equities came in close to the top of the list: […]
Bullish Percent Indicators: 23 February 2024
Despite a strong day or two this week, Bullish Percent Indicators paint a slightly weak outcome for U.S. Equities. This is the case for both the broad indexes as well as the individual market sectors. The call for a Buy in Utilities a week ago is paying off as readers will see in the second […]
Secure Act 2.0 IRA Charitable Annuity
Secure Act 2.0 IRA Charitable Annuity is a relative new addition to the basic IRA program. I’m providing several links for interested readers in this one-time charitable contribution of $53,000. The idea is the following. An individual is permitted to make a one-time contribution of $53,000 (will likely be increased next year) to a qualifying […]
Rutherford Portfolio Review (Tranche 2): 16 February 2024
US Equities were basically flat on the week with the SPX closing down slightly although still near the center of the bullish trend channel: and with the performance of the broader based VTI Fund coming in around the middle of the pack for all major asset classes: Current holdings in the Rutherford Portfolio look like […]
Bullish Percent Indicators: 16 February 2024
Bullish Percent Indicators are a different way of examining the behavior of the securities market. Keep in mind that the two tables shown below concentrate on U.S. Equities. The top table looks at seven broad indexes and there are plenty of overlapping stocks between the indexes. I pay most attention to the NYSE and NASDAQ […]
Rutherford Portfolio Review (Tranche 1): 9 February 2024
US Equities continued their steady climb this week hitting new all-time highs at the close on Friday: Since we are at all-time highs, with no obvious indications of the next resistance level, the best I can do is look at the 100% Fibonacci extension from the November lows – that suggests possible resistance at~5200 if […]
Rutherford Portfolio Review (Tranche 4): 2 February 2024
It was a relatively volatile week in the US equity markets last week with a bit of a scare on Wednesday but, in the end, the markets ended up a little over 1% from last week’s close: This placed US equities near the top of the list of major asset classes in terms of performance, […]
Bullish Percent Indicators: 2 February 2024
U.S. Equities ended the week on a strong note. Is this reflected in the Bullish Percent Indicators? Did any sectors drop into the oversold zone? Follow the tables below for answers to these questions. If you are blocked from reading this blog, register as a Guest and then wait to be elevated to the Platinum […]
Copernicus Portfolio Review: 2 February 2024
Early in the month is an excellent time to review portfolios such as the Copernicus and Schrodinger as both are “no-brain” portfolios in that neither require any significant decisions. One does not need a degree in Finance from the University of Chicago to manage these portfolios. While the Schrodinger is an asset allocation portfolio managed […]
Schrodinger Portfolio Review: 1 February 2024
February is here and it is time for the crocus to bloom in Oregon. Early in any given month is an excellent time to review the Schrodinger as no decisions are required. This is a Save & Watch style portfolio that Schwab calls their Intelligent Portfolio model. Schwab currently requires an initial investment of $5,000 […]
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