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 […]
Rutherford Portfolio Review (Tranche 3): 26 January 2024
It was a relatively calm but bullish week in US equity markets as the S&P 500 Index continued it’s climb above the important 4800 resistance level (that now becomes a potential support level): US equities rose a little over 1% over the past week – generally in line with international equity markets, but all of […]
McClintock Portfolio Review: 22 January 2024
Yesterday the Dow Jones Industrial Average (DJIA) closed above 38,000 for the first time in history. A few readers may recall a book titled: Dow 36,000: The New Strategy for Profiting From the Coming Rise in the Stock Market written by James K. Glassman and Kevin A. Hassett, published on October 1, 1999. Many investors, […]
Rutherford Portfolio Review (Tranche 2): 19 January 2024
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 […]
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