US equities, as measured by the performance of the S&P 500 Index (SPX), closed the week slightly lower than last week’s close after consolidating sideways for most of the week and battling with the 5500 resistance level. Markets were weak on Friday as investors absorbed the potential impact of Thursday’s presidential debate: Although the SPX […]
Schrodinger Intelligent Portfolio Update: 28 June 2024
Saturday is not a normal day for me to update a portfolio as I prefer to buy and sell securities, if the analysis calls for a change, when the market is open. That is not the case with the Schrodinger as I don’t make the management decisions. Buy and sell decisions are determined by computer […]
Bullish Percent Indicators: 28 June 2024
It would not have been necessary to post the Bullish Percent Indicator data this week as no changes are in store for those readers using the Sector BPI investing model. However, it is useful as we enter the summer months to keep an eye on sectors that may drop into the oversold zone. Other than […]
Carson Sector BPI Portfolio Review: 28 June 2024
This morning the Carson Sector BPI (named for Rachel Carson) portfolio is due for an update. As the oldest Sector BPI portfolio the Carson is also a top performing portfolio. As one of several portfolio using the Sector BPI investing approach checking up on the bullish status of the eleven market sectors is critical. Early […]
McClintock Sector BPI Portfolio Review: 25 June 2024
McClintock is the Sector BPI portfolio up for review this morning. As you will recall, Materials was down to 37.9% bullish or in the area where daily attention is required. I checked this morning and there has been no change in the percent of bullish Materials stocks. It continues at 37.9% bullish. Now that we […]
Rutherford Portfolio Review (Tranche 4): 21 June 2024
US Equities hit new all-time highs again this week as the SPX (S&P 500 Index) continued in it’s upward trend: However, the index seemed to find resistance at the psychological 5500 “round” number level – so we will have to wait to see whether this level holds and we take a breather with a pullback […]
Bullish Percent Indicators: 21 June 2024
What happened to U.S. Equities this past week? Lifetime and Platinum members will see that little action took place other than a slight decay in performance for small- and mid-cap stocks. The first table lays out the broad picture while the second table separates the market into sectors and it is this information we use […]
Franklin Sector BPI Portfolio Review: 21 June 2024
Welcome to the first full day of summer. To open up the third quarter I’ll review the Franklin, similar to the Gauss updated yesterday. One major difference between these two portfolios is that the Franklin concentrates on using VOO and VTI when sectors are “out of favor” as is the current situation. As you will […]
Gauss Sector BPI Portfolio Review: 20 June 2024
Gauss is the Sector BPI portfolio scheduled for review this first day of summer. The Gauss uses a few more equity ETFs than some of the other Sector BPI portfolios in that developed international and emerging market equities are investment options. These additions have been a drag on performance as readers will see below.
Huygens Asset Allocation Portfolio: 19 June 2024
There are three ITA portfolios I track that use the Asset Allocation model. The oldest is the Schrodinger and new to the game are the Pauling and Huygens. These latter two were launched in April of this year so there is little history. This morning I am updating the Huygens as a few shares of […]
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