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Copernicus Portfolio Review: 29 March 2024

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Passive investing is the name of the game with the Copernicus portfolio.  The philosophy of the Copernicus is to purchase U.S. Equity ETFs when cash is available and to never sell unless there is an emergency.  One major advantage to a no-sell model is that it has definite tax benefits. Copernicus Security Holdings Below is […]

Kepler Sector BPI Portfolio Review: 26 March 2024

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Kepler is another Sector BPI portfolio once managed using a Relative Momentum model.  When the performance lagged I finally made the switch to the Sector BPI model.  To see how this move is working out be sure to check on the very last screenshot of this blog post. If you signed up as a Guest, […]

Millikan Sector BPI Portfolio: 25 March 2024

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Millikan is the Sector BPI portfolio up for review this morning.  Earlier I checked the sector BPI percentages to see if either Staples or Utilities moving into either the oversold or overbought zone.  No moves requiring any decisions showed up this morning. Of the three basic investing models I’m using with the ITA portfolios, the […]

Rutherford Portfolio Review (Tranche 3): 22 March 2024

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US Equities finally poked their head above the ~5200 resistance level where they have been sitting for the past couple of weeks: now we wait to see whether we get a continuation of the bullish trend or a pullback to at least the bottom of the channel (that would probably be healthy). In terms of […]

Bullish Percent Indicators: 22 March 2024

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Point and Figure charts are unique to Technical Analysis. Bullish Percent Indicator (BPI) data for this week informs us this was a good week for U.S. Equities.  Not every indicator moved up, but the vast majority showed an increase in the percentage of bullish stocks.  The data found in the following tables comes from StockCharts […]

Gauss Sector BPI Portfolio Review: 22 March 2024

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“Knowing your tolerance for risk is critical to investment success.” – Richard A. Ferri Gauss is the Sector BPI portfolio up for review this morning.  Readers who have been following this investment model are reminded we are currently in a “quiet” period when there is little buy or sell action.  Most of the Sector BPI […]

Carson Sector BPI Portfolio: 21 March 2024

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“Fund expenses have a direct impact on investment returns.” Carson, the oldest Sector BPI portfolio, is the account up for review today.  With U.S. Equities pushing the upper limits no sectors are positioned in the oversold zone.  In these market conditions investments focus of using available cash to populate VTI and VOO.  As you may […]

Einstein Sector BPI Portfolio Review: 19 March 2024

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“Realistic market expectations are important to investment planning.” – Richard A. Ferri Einstein is the Sector BPI portfolio up for review this morning.  Before moving into the analysis there are a few comments I need to make about this portfolio.  The Einstein carries more cash than is customary as the owner faces educational expenses later […]

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