Yesterday I received notification from Schwab that the Intelligent Portfolio had been rebalanced. Since this is a rather infrequent event I decided to update the Schrodinger to see what changes occurred. There are a number changes and one would need to go back a review or two and compare the portfolios. Schrodinger Investment Quiver and […]
Franklin Sector BPI Portfolio Review: 2 October 2023
Several Sector BPI Plus portfolios are scheduled for review this week. Franklin is the first. I checked the BPI data this morning and it is too early for any Monday data to show up. I expected to see the market move up based on the U.S. Government remaining open for business. Instead, the market opened […]
Which Assets Should I Consider Holding and What System Should I Use to Manage my Portfolio?
Which Assets Should I Consider Holding and What System Should I Use to Manage my Portfolio? These are questions that all investors will ask. The answers are not simple or straightforward and will depend on our goals, objectives, tolerance for risk and even prejudices. Let’s start by looking at assets that we might hold – […]
Rutherford Portfolio Review (Tranche 2): 29 September 2023
Last week US equities closed at ~4320 and sitting at the top of a potential support zone (4150-4300). The question was whether we would see support at this level (and a bounce) or whether we would see a continuation of the short-term downtrend that we have been in for the past couple of months. The […]
Carson Sector BPI Portfolio Review: 26 September 2023
Before updating the Carson I checked to see if any new Bullish Percent Indicator (BPI) revelations emerged since the last update. No changes showed as Discretionary, Staples and Health remain in the oversold zone. As the oldest Sector BPI Plus portfolio it always interesting to see how well the Carson is performing when compared to […]
Rutherford Portfolio Review (Tranche 1): 22 September 2023
We finally got that inevitable breakout from the pendant pattern that has been setting up for a month or so – resulting in a 3% downside move in US equities over the past week and leaving us sitting at ~4300 in the SPX (S&P 500 Index) and at the top of a potential support zone: […]
Bullish Percent Indicators: 22 September 2023
Index BPI All seven indexes are bearish after a weak week for U.S. Equities. For the first time since last March all indexes are below the 50% bullish line. The question for investors using the Sector BPI Plus model is – did any new sectors drop into the oversold zone? The answer is yes. Sector […]
Rutherford Portfolio Review (Tranche 4): 15 September 2023
It was a relatively quiet week in US equity markets with the SPX (S&P 500 Index) closing down slightly on the week after an end of week selloff on Friday: This still leaves us within the boundaries of the pendant pattern defined by uptrend and downtrend channels with no clear indication of future market direction. […]
Bullish Percent Indicators: 15 September 2023
While there are a few changes in the Bullish Percent Indicators this week it is unlikely any moves will impact the Sector BPI Plus portfolios. This assumes all the Buy and Sell orders are already in place. Index BPI The NASDAQ 100 and DJIA moved from bearish to bullish indicating some large cap stocks flipped […]
Copernicus Portfolio Review: 12 September 2023
The philosophy behind the Copernicus is two fold. 1) Simplicity of implementation. 2) Utilize the concept of dollar cost averaging. Young investors will find this investing model to their liking as it takes the guess work out of investing. All one does after opening up an account with a brokerage firm such as Vanguard or […]
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