Kepler is the portfolio up for review today. Before moving into the analysis, let me explain a mistake I made in purchasing a number of ETFs I mistakenly thought were equal-weight ETFs when in fact they are cap-weighted. The ETFs in question are those that begin with the XL ticker letters. To rectify this problem […]
Franklin Sector BPI Portfolio Review: 28 November 2023
Franklin is the Sector BPI portfolio up for review this morning. I moved the Franklin from a Dual Momentum™ style portfolio over to the Sector BPI model last February so we are coming up on a year of operation. Keep this in mind when you look over the Risk Ratios data. Since the most recent […]
Sector BPI Portfolio Report: 27 November 2023
For some reason I keep thinking the Sector BPI model is close to two years old. In fact, the Carson Sector BPI model was launched a little over a year ago. A number of ITA portfolios held shares in Real Estate (VNQ) nearly from the very first day this blog began back in 2008. This […]
Carson Sector BPI Portfolio Review: 27 November 2023
As the oldest Sector BPI portfolio the Carson is breaking ground in the sense that more data is available to judge this unique investing model. Unique in that I’ve not run across this model and the various ways to manipulate sector ETFs to protect capital. In this review I’ve added two additional screenshots that will […]
Rutherford Portfolio Review (Tranche 2): 24 November 2023
It was a relatively quiet week in US markets as many investors celebrated Thanksgiving: The SPX is still sitting below the resistance zone at ~4600 that we really need to see broken before the recent uptrend channel can be considered sustainable. Most other markets/asset classes were also quiet, leaving US equities near the top of […]
Bullish Percent Indicators: 24 November 2023
This was a good, but not stellar week for U. S. Equities. Nearly every index and sector Bullish Percent Indicator (BPI) either gained or held steady this week. The one major change happened in the Financial sector as it moved into the overbought zone. This will require attention in those portfolios that might be holding […]
Huygens Sector BPI Portfolio Review: 24 November 2023
Sector BPI portfolios have entered a quite period as all sectors with exception of Technology reside in the “neutral” zone. Neutral is defined as Bullish Percent Indicators (BPI) lower then 70% bullish and above 30% bullish. The Huygens portfolio differs only in that it is carrying a high percentage (44%) in cash. Huygens Investment Quiver […]
Portfolio Performance Comparisons: 23 November 2023
How are the different portfolios performing when compared with each other? All portfolios have been reviewed at least once in November. While the Annual IRR data is current, the various risk measurements are only accurate as of the last review date (5th column from the right).
Sector BPI Investing: Bohr Portfolio Review – 22 November 2023
Bohr is the Sector BPI portfolio scheduled for review this morning. Before making any decisions or moving forward with this update of the Bohr, I checked the Bullish Percent Indicators (BPI) for the eleven market sectors and found no changes. Technology is still overbought and that is the single sector currently residing outside the “neutral” […]
McClintock Portfolio Review: 21 November 2023
McClintock is another Sector BPI Plus portfolio up for review this morning. No change is required, but if the portfolio held Financials (VFH) I would be placing a 3% Trailing Stop Loss Order (TSLO) under the ETF. Yes, the McClintock holds one share of VFH, but this is insufficient to create a sell order. I […]
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