Five sectors are still positioned in the oversold zone when I checked early this morning. I’ll identify these sectors later on in the rebalancing section. The Carson currently holds at least one share in 10 of the 11 sectors. The hope is that a few of these sectors will move up faster than the broad […]
Bohr Asset Allocation Portfolio Review: 21 April 2025
U.S. Equities are taking another huge hit as I write this blog. Due to holding a high percentage in short-term treasuries and a dividend oriented ETF, the Bohr is tempering the draw-down. Nevertheless, the tariff debacle is ripping into 401(k) retirement accounts. In the rebalancing section of this blog I will state how I am […]
Bullish Percent Indicators: 17 April 2025
Most weeks there is so little market action among the major sectors and indexes that updating the Bullish Percent Indicator (BPI) data is unnecessary. Tariff uncertainty is roiling the markets to where updating is meaningful. The two tables below examine what is happening to seven major U.S. Equity markets and eleven sectors that make up […]
Rutherford-Darwin Portfolio Review: 17 April 2025
It was a “relatively” quiet week in the US equity markets ahead of the holiday weekend with the SPX (S&P 500 Index) closing down ~1.5% from last Friday’s close:
Bethe Asset Allocation Portfolio Review: 16 April 2025
Bethe is a portfolio managed using a simplified version of the Asset Allocation (AA) model. It is much too early to know how this truncated AA model will work during volatile markets. As readers will see in a moment, I am holding a much larger percentage in a short-term treasury ETF (SHV) than normal as […]
Schrodinger Portfolio Review: 11 April 2025
Schrodinger is the gold standard when it comes to passive investing. This portfolio answers the question, “Who will manage the family portfolio when I die?” This style portfolio goes by several titles. The general classification is Robo Advisor where the portfolio is managed by computer. Eventually I expect Artificial Intelligence will be or is currently […]
Rutherford-Darwin Portfolio Review: 11 April 2025
It was another crazy week in the US equity markets with the SPX (S&P 500 Index) closing the week ~5.7% higher than last week’s close:
Bullish Percent Indicators: 11 April 2025
Based on the high volatility of the U.S. Equities market this week I thought it expedient to post the latest Bullish Percent Indicator (BPI) data. For those not familiar with BPI graphs, it is an entirely different way to plot price movements of stocks, ETFs, or in this case market indexes and market sectors. The […]
What Should I Do If I Sell My House or Come Into An Inheritance?
The answer to the above question of what to do with a sizable infusion of new cash has multiple answers. This blog lays out one path for individuals fortunate enough to be faced with this question. The following plan assumes one does not need this money for living expenses, but is available for future investing. […]
Huygens Asset Allocation Portfolio Review: 11 April 2025
Huygens is one of numerous portfolios managed using the time tested Asset Allocation approach. While different asset classes or even different securities might be used, the basic approach is to diversify across the globe. Readers see this is the plan for the Huygens. We have domestic and international stock and bonds. Real Estate is diversified […]
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