Since the Schrodinger is computer managed and therefore on “automatic pilot” as far as the owner is concerned, updating this portfolio can occur at anytime. Now that we are close to the middle of August, I want to bring all portfolios last updated in July into August updates so I can compare performance values between […]
Bullish Percent Indicators: 11 August 2023
There are few surprises within the Bullish Percent Indicators this week. If your intuition is telling you this was not a particularly good week for stocks, you are correct. Large-cap stocks held up rather well as you can see from the two Dow averages. Small- and mid-cap stocks tailed off based on data from the […]
Rutherford Portfolio Review (Tranche 3): 11 August 2023
US equities showed continued weakness as prices pulled back from the highs of 2 weeks ago: This weakness was reflected in other markets: with only US Real Estate showing gains on the week Holdings in the Rutherford Portfolio look like this: with Tranche 3 (the focus of this week’s review) holding positions in VTI, VWO, […]
Copernicus Portfolio Review: 11 August 2023
Copernicus is a portfolio designed to keep pace with the S&P 500. The goal of this portfolio is to use dollar-cost-averaging by purchasing U.S. Equities during good and bad times while never selling unless there is no other choice. Thus far, this investing model is working extremely well as the Copernicus is the top portfolio […]
Franklin Sector BPI Portfolio Review: 10 August 2023
Before completing the review of the Franklin I checked to see if any sectors reached the oversold zone. Not one sector is in this condition so there are no Buy recommendations. The only remaining sector holding is Communications (VOX) as all other sector holdings managed to hit their Trailing Stop Loss Order (TSLO) strike price. […]
Millikan Sector BPI Portfolio Review: 8 August 2023
Yesterday I updated the Carson portfolio, one of several accounts managed using the Sector BPI Plus investing model. This morning the Millikan, another Sector BPI portfolio, is scheduled for an update. Over the last two reviews the Millikan gained slightly on the SPY benchmark, a positive sign for this particular investing model. Millikan Investment Quiver […]
Hawking Portfolio Review: 4 August 2023
The Hawking Portfolio is a “Buy-and Hold” Income generating portfolio built using Closed End Funds (CEFs) with high distributions. Usually, the only action required is to re-invest the dividends received so as to promote geometric growth. Current Holdings look like this: with performance like this: Over this ~30 month period, the Hawking Portfolio has outperformed […]
Darwin Portfolio Review: 4 August 2023
The Darwin Portfolio is an “all-weather” portfolio that it adjusted, as necessary, on the basis of risk parity. Performance to date looks like this: 0r, in stacked format: The discontinuities in the graphs correspond to allocation adjustments. Despite the weakness over the past few days, Internal Rate of Return (IRR) is still standing at 14.9%: […]
Kahneman-Tversky Portfolio Review: 4 August, 2023
The Kahneman-Tversky Portfolio is a simple Dual Momentum Portfolio that requires few adjutments since it only has a choice of holding one of 3 assets. Here’s where the portfolio is sitting at present: Checking the slower moving Kahneman portion of the portfolio that uses a single 252-day (12 month) lookback to measure momentum, the rotation […]
Bullish Percent Indicators:
August opened with a poor week for U.S. equities. All the major indexes are down while sectors are a mixed bag. When working through the following tables, check the right-hand side (X’s and O’s) for a peek into broad market action and use the left-hand side for granular data as the percentages provide more precise […]
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