It was a disappointing week everywhere in the markets with all the major asset classes showing negative returns: US Equities were in the middle of the list with prices dropping through the 5800 support/resistance zone in the SPX (S&P 500 Index) and closing near the bottom of the bullish trend channel: This is normal trend […]
Rutherford Portfolio Review (Tranche 2): 25 October 2024
It was a relatively quiet week in the US Equity markets with the SPX (S&P500 Index) pulling back a little to retest the support/resistance zone at ~5800: We are still in an uptrend but must wait to see whether we bounce off the support/resistance zone or whether we pull back further towards the bottom of […]
Gauss Sector BPI Portfolio Review: 25 October 2024
Gauss is one of five portfolios currently using the Sector BPI investing model. The other four are: Carson, Franklin, McClintock, and Millikan. To see how these portfolios are performing, check out this blog post. These five portfolios were launched at different times and are reviewed at different times of the month. These variations reduce the […]
Carson Sector BPI Portfolio Review: 23 October 2024
Carson is the oldest Sector BPI portfolio with a history of two years. During this period there were a few buy/sell cycles, but insufficient to conclude this investing model merits anything other than “experimental” money. The idea of buying when a sector is oversold and selling when the sector is overbought makes a lot of […]
Rutherford Portfolio Review (Tranches 4 and 1): 18 October 2024
Travelling back home after a ~6-week trip resulted in me not finding the time to review Tranche 4 of the Rutherford Portfolio last week – so I will review Tranche 4 as well as Tranche 1 this week so as to get back on schedule. Recent price movement in the S&P 500 Index (SPX) looks […]
Franklin Sector BPI Portfolio: 17 October 2024
It has been nearly two years since the Franklin portfolio began using the Sector BPI investing model. Over this period the portfolio managed to keep pace with the S&P 500 (SPY) index, a major goal for these Sector BPI portfolios. Since the last review shares of VCR and VDC were sold out of the portfolio […]
Schrodinger Portfolio Review: 16 October 2024
Before delving into the Schrodinger review, SCHA, SCHF and FNDA experienced stock splits of 2 for 1 while FNDX and SCHX split 3 for 1. If you are working with the Investment Account Manager the stock split entry point is Transitions and Global Transaction Activities. I highly recommend this software for serious investors. Now for […]
Copernicus Portfolio Review: 14 October 2024
This morning I am updating the high risk equity only Copernicus, an investing model designed for young investors or someone who has at least 15 to 20 years of future savings. High risk is defined as investing only in equities (stocks) while shunning bonds and treasuries. Readers would be hard pressed to find a financial […]
Pauling Asset Allocation Portfolio Review: 10 October 2024
Yesterday I updated a Sector BPI portfolio. This morning it is time to examine an Asset Allocation portfolio. Pauling is a modest size portfolio built to handle securities all over the globe. The portfolio contains U.S. Equities, U.S. and International Bonds, Developed International Equities, Emerging Market Equities, Domestic and International Real Estate, and Treasuries. The […]
Rutherford Portfolio Review (Tranche 3): 4 October 2024
It was a rocky week until Friday when we saw a gap up in prices with the SPX (S&P 500 Index) closing higher on the week but still not breaking through the ~5790 resistance level: Relative to other major asset classes, US equities fared reasonably well: although Commodities was the clear winner, likely due to […]
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