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Rutherford Portfolio Review (Tranche 1): 30 June 2023

July 1, 2023 By hedgehunter

After a pullback to test support at ~4300, US equities bounced to finish the week strongly, closing at the top  boundary of the 1 SD uptend channel: Should the trend continue there does not seem to be serious resistance until ~4600 – but this may just have been some early 4th July fireworks, so we’ll […]

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

Bullish Percent Indicators: 30 June 2023

July 1, 2023 By Lowell Herr

We end the second quarter of 2023 on a strong note with the vast majority of indexes and sectors bullish.  The “Misery Index” stands at 7.7 or one of the lower values for an administration approaching reelection for a second term. New signals are generated by changes in two sectors and I’ll get to that […]

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

Analyzing Sector BPI Investing Model Sector By Sector: 29 June 2023

June 29, 2023 By Lowell Herr

As we near the end of the second quarter I thought readers might find it useful to see some data as to how well the different sectors performed when used in the Sector BPI Plus model.  What I did was use the Investment Account Manager (IAM) commercial portfolio tracking program to group the four Sector […]

Filed Under: Sector BPI, ITA Portfolios

Copernicus Portfolio Update: 28 June 2023

June 28, 2023 By Lowell Herr

After updating a few lackluster portfolios, it is refreshing to review a strong yet simple portfolio.  Other than the Schrodinger where the owner does noting but save, the Copernicus comes in a close second for simplicity. Copernicus Investment Quiver and Holdings Below is the current investment quiver and holdings for the Copernicus.  I added SHV […]

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

Bethe Portfolio Review: 27 June 2023

June 27, 2023 By Lowell Herr

The following Bethe update is not so much where the portfolio is currently.  Rather, it is the direction the portfolio is moving in the future.  Currently, the Bethe holds a high percentage of the portfolio in income generating CEFs.  While I have many limit orders in place to sell off the CEFs, the limit orders […]

Filed Under: Bethe Portfolio Tagged With: Bethe Portfolio

Rutherford Portfolio Review (Tranche 4): 23 June 2023

June 25, 2023 By hedgehunter

It wasn’t a great week for US equities with the S&P 500 Index pulling back from the 1SD upper boundary of the uptrend channel: It still looks possible for US equities to pull back to the potential support zone at ~4300 but, in comparison with other major asset classes, this still leaves it in the […]

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

Bullish Percent Indicators: 23 June 2023

June 24, 2023 By Lowell Herr

  While this past week was purported to be one of the weakest weeks for equities since last March, the Bullish Percent Indicators paint a slightly less pessimistic picture.  While every major index, with exception of the two Dow indexes, declined slightly, all with exception of the NASDAQ 100 remain bullish.  Portfolio values did decline […]

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

Rutherford Portfolio Review (Tranche 3): 16 June 2023

June 17, 2023 By hedgehunter

Another bullish week in US Equities with the SPX continuing it’s move within the uptrend channel and sitting at the upper 1 SD boundary – where we may see some resistance: This week’s performance in US equities placed pretty near the top of the list in terms of major asset class performance, with global equities, […]

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

Rutherford Portfolio Review (Tranche 2): 9 June 2023

June 10, 2023 By hedgehunter

US equities continued to confirm their bullish trend over the past week although they could not close above the 4300 mark: 4300 is the 61.8% Fibonnaci retracement level from the October 2022 lows to the prior January 2022 all-time high. It is also a significant area of previous support/resistance – notably the August 2022 attempt […]

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

Bullish Percent Indicators: 9 June 2023

June 10, 2023 By Lowell Herr

Bullish Percent Indicator (BPI) data for the past week shows positive increases in nearly all the major indexes.  As for the individual sectors, Utilities is still recommended as a Buy as the BPI continues to rest on the 30% bullish mark. Index BPI U.S. Equities are neither oversold or overbought as the major indexes are […]

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

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