Before beginning this update of the Bethe I checked the Bullish Percent Indicator (BPI) data for the eleven sectors and none are oversold. Sector ETFs that were overbought have long had Trailing Stop Loss Orders (TSLOs) in place in an effort to protect capital as well as to follow the investing rules for the Sector […]
Kepler Sector BPI Portfolio Review: 10 January 2024
Kepler is similar to the Einstein in that both portfolios were managed by a similar investing model and both were switched to the Sector BPI model about the same time. Based on Bullish Percent Indicator data no sectors are oversold and all overbought sectors have long had their respective ETFs set with 3% TSLO values. […]
Einstein Sector BPI Portfolio Review: 9 January 2024
Einstein is a particularly interesting Sector BPI portfolio as the owner moves money in and out of the portfolio for personal needs. Whereas most portfolios don’t see all that many withdrawals, the Einstein is different. When viewing performance and associated risks, keep this in mind. Deposits and withdrawals add another variable to the Sector BPI […]
Schrodinger Portfolio Review: 8 January 2024
Schrodinger is an excellent portfolio to review on a Monday as no decisions are required. As long-time readers know, the Schrodinger is an Intelligent Portfolio managed by computer algorithms at Schwab. These portfolios are sometimes known as Robo Advisor portfolios. The owner of this portfolio does nothing except add new cash when possible. Computers set […]
Rutherford Portfolio Review (Tranche 4): 5 January 2024
The first week of trading in 2024 was bearish with the SPX (S&P 500 Index) pulling back 2% from 2023 End-Of-Year highs: We are now sitting at the lower boundary of the 1 Standard Deviation bullish channel that started in October of 2023 and leading into the strong End-of-Year performance that resulted in 25% gains […]
Bullish Percent Indicator Data: 5 January 2024
The following two data tables provide or inform us as to the weakness in U.S. Equities. While there are still plenty of overbought indexes and sectors, the direction this past week was down. Check the center footer to see what portfolios are coming up for review this week. It will be a full week of […]
Millikan Sector Portfolio Review: 5 January 2023
Millikan is the portfolio up for review this morning. As weeks and months pass more and more historical data is added to mounting evidence as to the viability of the Sector BPI investing model. This review adds another piece to the puzzle. Do to a weak market as we begin 2024, several sector ETFs were […]
Carson Sector BPI Portfolio Review: 4 January 2024
Yellowstone National Park January is off to a slow start when it pertains to U.S. Equities. As a result numerous sector ETFs have been sold out of a number of ITA portfolios. This leaves considerable cash lying around requiring some action. This is also true for the Carson, the portfolio up for review this morning. […]
Gauss Sector BPI Portfolio Update: 3 January 2024
Jeffrey Pine atop Sentinel Dome in Yosemite National Park – circa 1972 from scanned slide. This tree died in the late 1970s. While it is early to update the Gauss, I received numerous notices today that shares of several sector ETFs hit their TSLO strike prices. Shares of VAW and VCR were sold out of […]
Franklin Portfolio Review: 3 January 2024
Despite the small size, the Franklin portfolio receives the same attention as the larger portfolios. The same methods are used to manage this Sector BPI portfolio as with all other sector BPI portfolios. Readers interested in the Sector BPI model will find this Seeking Alpha article of interest. Click on this link and take a […]
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