Another bullish week in US Equities with the SPX continuing it’s move within the uptrend channel and sitting at the upper 1 SD boundary – where we may see some resistance: This week’s performance in US equities placed pretty near the top of the list in terms of major asset class performance, with global equities, […]
Rutherford Portfolio Review (Tranche 2): 9 June 2023
US equities continued to confirm their bullish trend over the past week although they could not close above the 4300 mark: 4300 is the 61.8% Fibonnaci retracement level from the October 2022 lows to the prior January 2022 all-time high. It is also a significant area of previous support/resistance – notably the August 2022 attempt […]
Bullish Percent Indicators: 9 June 2023
Bullish Percent Indicator (BPI) data for the past week shows positive increases in nearly all the major indexes. As for the individual sectors, Utilities is still recommended as a Buy as the BPI continues to rest on the 30% bullish mark. Index BPI U.S. Equities are neither oversold or overbought as the major indexes are […]
Pay Attention to Fees: 8 June 2023
While I’ve written about management fees in prior blogs, it is useful to think about them again as fees can easily leave an “endowment” on the doorstep of an active manager. A few readers will remember load funds where the cost to gain access to a fund cost 8.5%. While those days are long gone, […]
Schrodinger Computer Manage Portfolio Update: 7 June 2023
Normally I don’t review a portfolio this quickly since the last update, but the owner of the Schrodinger added new money so the portfolio could be tax managed. According to Schwab’s website an Intelligent Portfolio, of which the Schrodinger is an example, must reach a level of $50,000 before it is “tax managed.” The Schrodinger […]
Copernicus Portfolio Review: 7 June 2023
Portfolios fall into two major categories, actively managed or passively managed. The Copernicus portfolio is of the latter variety as the plan is to invest only in U.S. Equities. Only add or purchase Exchanged Traded Funds (ETFs) and only sell in an emergency. Over the past 17 months the Copernicus has been the top performing […]
Kahneman-Tversky Portfolio Review: 2 June, 2023
The Kahneman-Tversky Portfolio is a simple Dual Momentum (DM) portfolio with a fast/slow (short look-back/long look-beack) twist. We’ll look first at the performance to date: where we see that we are a little behind our AOR benchmark. So, we’ll look first at the slow moving (Kahneman) portion of the portfolio and the rotation graphs: I […]
Darwin Portfolio Review: 2 June 2023
The Darwin Portfolio is an “All-Weather” portfolio with a dash of volatility. Performance to date (since lowering volatility target levels last November) looks like this: The large “jumps” correspond to periodic allocation adjustments to risk parity – but maybe the stacked chart is easier to follow: at least it is a little easier to see […]
Hawking Portfolio Review: 2 June 2023
The Hawking Portfolio continues to outperform the AOR benchmark Fund over the long term despite giving back a lot of it’s lead from the February highs: We are still trying to recover from the ~25% Draw-Down experienced in 2022. Current holdings look like this (apologies for the lack of Descriptive names – but Yahoo is […]
Rutherford Portfolio Review (Tranche 1): 2 June 2023
As I have mentioned in recent reviews of the Rutherford Portfolio I have to take money out of this retirement account so, following last week’s review of Tranche 5, I have “retired” Tranche 5 and adjusted the other 4 tranches to $19,000 each – or a total portfolio value of $76,000. I will continue to […]
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