The Hawking Portfolio is a low maintenance portfolio with the focus on “income” from a selection of Closed-End-Funds (CEFs). Over the past couple of months I have trimmed this back to a portfolio holding 25 of these Funds, each with a nominal allocation of 4% of portfolio value. If Cash is not required immediately the […]
Rutherford Portfolio Review (Tranche 3): 5 August 2022
This week was mildly bullish for US equities: although prices were not able to push through the 417 level (grey dashed line) that has acted as support and resistance over the past 6 months. We are currently trading near the top of the upward bullish channel and next week will see whether we can continue […]
Bullish Percent Indicators: 5 August 2022
What a difference 45 calendar days make in the U.S. Equities market. From an over-sold condition, we now see several indexes and half the sectors are over-bought. If you purchased Discretionary, Health, Industrial, Technology, or Utilities back in mid-June or as late as a month ago, you would do well to set TSLOs to lock […]
Kahneman-Tversky Portfolio Review: 29 July, 2022
The Kahneman-Tversky (K-T) Portfolio is a simple Dual Momentum Portfolio with a little diversification in that it is split into 2 portions with different look-back periods. The reason to consider different look-back periods is to get fast and slow reaction times to changes in market conditions. While longer look-back periods have the advantage of generating […]
Rutherford Portfolio Review (Tranche 2): 29 July 2022
With continuing high inflation and weak GDP numbers supporting concerns of a recession we naturally saw a strong week in the US equity markets 🙂 As we can see in the above figure, the break-out from the downtrend channel that we saw last week was confirmed by the follow-through that we saw this week – […]
Bullish Percent Indicators: 29 July 2022
Over the past two weeks the U.S. stock or equities market shifted from bearish to bullish. We observe this when examining the large market indexes (top screenshot) as well as sectors (bottom screenshot) of the market. How might one use this information if the portfolio contains any of the sector ETFs? Index BPI Only the […]
Carson Trio Review: 29 July 2022
On the last business day of each month the Carson Trio of portfolios are reviewed and updated. The Carson Trio experiment began over two years ago and during this period we experienced very strong and very weak stock markets. Looking back, it was an excellent period to be testing three of the four different models […]
Huygens Portfolio Review: 27 July 2022
Investors interested in setting up an income portfolio may find the Huygens and Hawking portfolios of interest. Both portfolios are built around Closed End Funds (CEFs). This morning I’ll be updating the Huygens. Second quarter dividends are in and that cash needs to be reinvested. I should have checked in on the Huygens earlier this […]
Notification Test
Notification test. This is a simple test to see if MailPoet, a new notification plugin is working. Leave a comment if you received this notification. You may first need to subscribe for notifications. I think this plugin is setup so you can cancel at anything so you do not receive any notifications. Once I […]
Rutherford Portfolio Review (Tranche 1): 22 July 2022
Despite Friday’s pullback it was another positive week for US equities with the S&P 500 up ~2.6% on the week: Tentatively, it looks as though prices may have moved out of the downtrend channel that they have been in for the past ~6 months – but we might still see resistance at ~400 since this […]
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