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Rutherford Portfolio Review (Tranche 3): 27 January 2023

January 29, 2023 By HedgeHunter Leave a Comment

It was a bullish week for US equities with the SPX up over 2.6% on the week: and touching (but not closing above) the 4100 level that might indicate a reversal of the 2022 downtrend. In terms of relative strength, US equities outperformed all other major asset classes except for US Real estate: Current holdings […]

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

Bullish Percent Indicators: 27 January 2023

January 28, 2023 By Lowell Herr Leave a Comment

“Bullish percent indicators are technical analysis tools used to determine the percentage of stocks in a particular market index that are currently trading above their respective point of recognition (POR), or “bullish reversal point.” These indicators are typically used to identify market trends and to help traders make buy and sell decisions. There are several […]

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

Copernicus Portfolio Review: 27 January 2023

January 27, 2023 By Lowell Herr Leave a Comment

Investors looking for simplicity need look no further than the Copernicus model.  All that is required is the discipline to save and invest in U.S. Equities.  It is simple as that.  The Copernicus is definitely a model for young investors who do not have time to spend working with their investments.  Dollar cost averaging is […]

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

Rutherford Portfolio Review (Tranche 2): 20 January 2023

January 23, 2023 By HedgeHunter Leave a Comment

It’s the year of the Rabbit and we’re hopping around tentatively trying to find a direction for the markets in 2023: I’ve updated the trend channels in the above figure, since these are somewhat discretionary, but it is not clear whether we are still in a downtrend (sitting at the top of the downtrend channel) […]

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

Bullish Percent Indicators: 20 January 2023

January 21, 2023 By Lowell Herr 2 Comments

Investors managing a Sector BPI model portfolio will find the data below of interest.  On Monday I’ll check in on the Carson and use this data to make any changes, if recommended.  Follow along for more analysis. Index BPI The only major index over-bought is the Dow Jones Industrial Average (DJIA).  All others are positioned […]

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

Millikan Portfolio Review: 20 January 2023

January 20, 2023 By Lowell Herr Leave a Comment

Millikan is one of the newest Sector BPI Model portfolios.  As a result, you will see two “holdover” securities, VWO and VEA, still part of the portfolio.  I have 3% TSLOs set for both ETFs so it likely will not be too long before both are sold out of the Millikan. The black cloud hanging […]

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

Portfolio Summary: 16 January 2023

January 16, 2023 By Lowell Herr 10 Comments

This blog post is a review for long-time members.  New members may not be aware of the different investing models used here at ITA.  The following list does not include the portfolios reported on by Hedgehunter. ITA Wealth Management Portfolios Schrodinger Portfolio:  I begin with this one as it is the easiest to manage.  The […]

Filed Under: ITA Portfolios, Beginning Investors, Critical Material Tagged With: Critical Material, ITA Portfolios

Rutherford Portfolio Review (Tranche 1): 13 January 2023

January 15, 2023 By HedgeHunter Leave a Comment

It was a bullish week for US equities with the SPX (S&P 500 Index) up ~ 3% on the week: After retracing 50% from the Early December highs we have bounced and could be on our way to new highs at ~4400 if we can take out the previous high of 4100 that will likely […]

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

Bullish Percent Indicators: 13 January 2023

January 14, 2023 By Lowell Herr Leave a Comment

Friday, the 13th of January, brings changes to those managing a Sector BPI portfolio.  Energy, Financial, and Real Estate all moved into the over-bought zone this week.  All major indexes are bullish.  None of the indexes penetrated the over-bought zone, but the NASDAQ is getting close.  We see a big percentage jump in Technology which […]

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

Hawking Portfolio Review: 10 January, 2023

January 11, 2023 By HedgeHunter Leave a Comment

The Hawking Portfolio is a Buy-and-Hold “Income” Portfolio built from Closed-End-Funds (CEFs) paying high yields (>8%) and, generally, selling at a discount (at least at the time of purchase). The composition of the current portfolio looks like this: with performance over the past 2 years looking like this: i.e. returns have stayed consistently ahead of […]

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

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  • Copernicus All Seasons Portfolio Review: 27 March 2023
  • Rutherford Portfolio Review (Tranche 1): 24 March 2023
  • Rutherford Portfolio Review (Tranche 5): 17 March 2023
  • Bullish Percent Indicators: 18 March 2023
  • Schrodinger Portfolio Review: 15 March 2023

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  • Lowell Herr on Bullish Percent Indicators: 18 March 2023
  • Craig Burkhart on Bullish Percent Indicators: 18 March 2023
  • Robert Warasila on Bullish Percent Indicators: 18 March 2023
  • Lowell Herr on Bullish Percent Indicators: 18 March 2023
  • Lowell Herr on Bullish Percent Indicators: 18 March 2023
  • Robert Warasila on Bullish Percent Indicators: 18 March 2023
  • Craig Burkhart on Bullish Percent Indicators: 18 March 2023
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  • Buying Guidelines For BPI Model Portfolios: 9 December 2022
  • What To Do If The Kipling Spreadsheet Becomes Inoperative?
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  • Carson Portfolio Review: 1 February 2023
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  • Bullish Percent Indicators: 13 January 2023
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Portfolios coming up for review are:  Carson, Beth, and Millikan.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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Contact me at itawealth@comcast.net if interested in a Lifetime Membership.  Long-time Platinum members are now Lifetime members and this blog is free to all who signup as a Guest.  A few blogs are reserved for Lifetime members.

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