Based on discussions found in the Comment section of the most recent BPI blog post, below is an investment quiver that may be the future of the Sector BPI Plus portfolios. What I’ve done is to add eleven sector ETFs where these new eleven are equal-weight index securities rather than cap-weighted. If readers wish to […]
Rutherford Portfolio Review (Tranche 1): 17 November 2023
After Tuesday’s strong breakout to the upside, US Equities calmed down into consolidation mode but ended the week up ~2.5% from last week’s close: I think we can say that we have broken out of the downtrend channel that we have experienced over the past 3 months and may be gearing up for Santa’s rally […]
Tweaking Sector BPI Plus Investing Model: Part II
Sufficient additions or modifications have occurred since launching the original Sector BPI investment model that it now makes sense to summarize how one manages these portfolios. Here is the step by step process I go through when I review or update a Sector BPI Plus portfolio. Update the BPI spreadsheet to see if there are […]
Bullish Percent Indicators: 17 November 2023
Pay close attention to the following tables as there are a few new wrinkles spawned by comments placed in the last BPI blog post. As for recommendations that will impact the Sector BPI Plus portfolios – no changes. No activity is planned for the McClintock portfolio, up for review on Tuesday.
Franklin Sector BPI Portfolio Review: 17 November 2023
As we review the Franklin, Technology remains the only overbought sector. With a rather flat market this morning it seems unlikely we will see any other sectors rise to the overbought level when the BPI spreadsheet is updated tomorrow. This is a period when we wait on the market for the next upward push.
Gauss Portfolio Review: 16 November 2023
Gauss is a relatively newcomer to the Sector BPI investing model. It is also one of the portfolios I worked on during the last few weeks of October to purchase the recommended percentage of shares when several sectors were in the oversold zone. That opportunity is now history as there are no longer any sectors […]
Copernicus Portfolio Update: 14 November 2023
From one of the poorest portfolio performers (Kepler) we now shift to one of the best performers. In addition, no particular skills are needed to manage the Copernicus, the portfolio up for review today. Copernicus is the portfolio I highly recommend for those working full-time and have only a few minutes per month to pay […]
Kepler Sector BPI Portfolio Update: 13 November 2023
During the last two weeks in October I spent a significant amount of time repositioning and rebuilding portfolios into the Sector BPI investing model. Kepler is one such example and I’m not quite there as Materials (VAW) is only half filled based on the recommendation visible in the first screenshot below. Instead of picking up […]
Rutherford Portfolio Review (Tranche 4): 10 November 2023
US equity markets started the week quietly but showed more volatility towards the end of the week closing up modestly from last week’s close: Although we closed slightly above resistance (and the prior high) at ~4400 we are still within the 2SD boundary of the downtrend channel – so I am not ready to call […]
Bullish Percent Indicators: 10 November 2023
Based on Bullish Percent Indicator data the broad U.S. Equities market improved slightly this week. All the broad indexes increased slightly with exception of the Dow Jones Transportation Average (DJTA) which remained even. In general, the sectors followed last weeks move so no changes there. U.S. Government shutdown, wars, and the prospect of another interest […]
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