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Schrodinger Portfolio Review: 28 August 2023

August 28, 2023 By Lowell Herr Leave a Comment

Schrodinger is the passively managed portfolio up for review this morning.  As a Robo Advisor or computer managed portfolio the owner of this portfolio does nothing except save or withdrawal from the account.  On rare occasions the Stock/Bond ratio may be altered, but I don’t think the owner of the portfolio has done this since […]

Filed Under: Schrodinger Portfolio, Passive vs. Active Tagged With: Schrodinger Portfolio

Rutherford Portfolio Review (Tranche 1): 25 August 2023

August 26, 2023 By HedgeHunter 3 Comments

It was a rather confusing week in US equity markets with the SPX (S&P 500 Index) closing up ~0.8% over last week’s close: However, Thursday was a strong down day and it may be that the apparent early week strength was a bit of a “head fake”.  A bullish day on Friday following Thursday’s weakness […]

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

Bullish Percent Indicators: 25 August 2023

August 26, 2023 By Lowell Herr 2 Comments

Before beginning the BPI blogs I attempt to intuit the direction of the X and O side of the following tables.  When the stock market rebounded Friday I assumed we might see a few more X’s show up, particularly within the sectors.  Not so as only two sectors are bullish. Index BPI Fewer than 50% […]

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

Millikan Portfolio Review: 23 August 2023

August 23, 2023 By Lowell Herr Leave a Comment

Millikan is another Sector BPI Plus portfolio.  This portfolio began as a Dual Momentum™ model portfolio and I shifted it over to the Sector BPI model as the hypothesis seemed to be stronger than the DM approach.  More time and history is needed to see if this move makes sense.  So far it has as […]

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

Rutherford Portfolio Review (Tranche 4): 18 August 2023

August 19, 2023 By HedgeHunter Leave a Comment

It was another week of poor performance in US equity markets, with a little relief coming later in the day on Friday: however, we have now crossed below the centre line of the bullish channel, testing the 61.8% Fibonnacci retracement line that could provide support, but may be preparing to test the lower boundary of […]

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

Bullish Percent Indicators: 18 August 2023

August 19, 2023 By Lowell Herr 1 Comment

The dog days of summer are at work when it comes to U.S. Equities as we observe another down week for stocks.  All the major indexes declined in the number of bullish stocks and we are getting close to a buy in one sector.  More on this later. This coming week the portfolios up for […]

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

Gauss Sector BPI Plus Portfolio Review: 17 August 2023

August 17, 2023 By Lowell Herr Leave a Comment

Gauss is the portfolio up for review this morning.  We are approximately eight (8) months into the Sector BPI investing model with the Gauss and thus far the sector approach is working as laid out in the hypothesis last winter.  We still need a business cycle or two before we can draw any significant conclusions.  […]

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

Schrodinger Portfolio Review: 11 August 2023

August 12, 2023 By Lowell Herr 3 Comments

Since the Schrodinger is computer managed and therefore on “automatic pilot” as far as the owner is concerned, updating this portfolio can occur at anytime.  Now that we are close to the middle of August, I want to bring all portfolios last updated in July into August updates so I can compare performance values between […]

Filed Under: Schrodinger Portfolio, Passive vs. Active Tagged With: Schrodinger Portfolio

Bullish Percent Indicators: 11 August 2023

August 12, 2023 By Lowell Herr Leave a Comment

There are few surprises within the Bullish Percent Indicators this week.  If your intuition is telling you this was not a particularly good week for stocks, you are correct.  Large-cap stocks held up rather well as you can see from the two Dow averages.  Small- and mid-cap stocks tailed off based on data from the […]

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

Rutherford Portfolio Review (Tranche 3): 11 August 2023

August 12, 2023 By HedgeHunter Leave a Comment

US equities showed continued weakness as prices pulled back from the highs of 2 weeks ago: This weakness was reflected in other markets: with only US Real Estate showing gains on the week Holdings in the Rutherford Portfolio look like this: with Tranche 3 (the focus of this week’s review) holding positions in VTI, VWO, […]

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

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