My apologies for being late with this post – I’ve moved to a new location and I’ve had a few problems with my new internet connection – but, this is real life and the issues we come across. Hopefully it doesn’t have a significant impact on our investments and we can survive the frustrations. In […]
Bullish Percent Indicators: 19 January 2024
Before looking up any Bullish Percent Indicator data I envision or guess what the various indexes and sectors will show. Will the trends be bullish or bearish. Based on a strong Friday market I anticipated a number of the indexes and sectors would turn bullish. Not so. Technology is the one sector of the market […]
Rutherford Portfolio Review (Tranche 1): 12 January 2024
This may be the last time that you will see my usual chart of the SPX (S&P 500 Index) since my broker is kicking me off my preferred platform for analysis (ThinkOrSwim) and migrating my account to a new platform (that I haven’t yet been able to assess). In the past week we got a […]
Relative Portfolio Performance Data: 12 January 2024
Below is 24.5 months of date for the ITA portfolios I track. This list does not include the portfolios managed and reported on by Hedgehunter. The Annual IRR column of data is accurate as of 1/12/2024 while the remainder of the data is current as of the Date column. I have a few more portfolios […]
Bullish Percent Indicators: 12 January 2024
This week the general trend for U.S. Equities was down, although there were a few exceptions. Five of the seven indexes are bearish while nine of the eleven sectors come in with the same bearish message. No sectors are sufficiently bearish to call for any Buy signals. Five portfolios are scheduled for an update this […]
Schrodinger Portfolio Review: 8 January 2024
Schrodinger is an excellent portfolio to review on a Monday as no decisions are required. As long-time readers know, the Schrodinger is an Intelligent Portfolio managed by computer algorithms at Schwab. These portfolios are sometimes known as Robo Advisor portfolios. The owner of this portfolio does nothing except add new cash when possible. Computers set […]
Rutherford Portfolio Review (Tranche 4): 5 January 2024
The first week of trading in 2024 was bearish with the SPX (S&P 500 Index) pulling back 2% from 2023 End-Of-Year highs: We are now sitting at the lower boundary of the 1 Standard Deviation bullish channel that started in October of 2023 and leading into the strong End-of-Year performance that resulted in 25% gains […]
Carson Sector BPI Portfolio Review: 4 January 2024
Yellowstone National Park January is off to a slow start when it pertains to U.S. Equities. As a result numerous sector ETFs have been sold out of a number of ITA portfolios. This leaves considerable cash lying around requiring some action. This is also true for the Carson, the portfolio up for review this morning. […]
Happy New Year 2024
Happy New Year
Darwin Portfolio Review: 29 December 2023
At the end of 2023 the Darwin Portfolio is showing a profit of 17% (16.4% annualized IRR) since inception in November 2022. This is not as good as the return on the S&P 500 Index (up 18.5% over the same period) but beats the performance of a more diversified portfolio as exemplified by the AOR […]
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