Next week is going to be a heavy week for portfolio reviews. See the middle bottom footer. To gain a head start I’ll begin with an update of the Franklin as little action is required. ITA readers will recall that the Franklin began as a Dual Momentum™ portfolio, but with mixed performance results. The goal […]
Bullish Percent Indicators: 16 June 2023
Bullish Percent Indicators (BPI) for this week will bring changes in a few Sector BPI Plus portfolios as the Industrial sector moved into the overbought zone. A Trailing Stop Loss Order is called for if you are holding either VIS or IYJ in the portfolio.
Kepler Portfolio Review: 15 June 2023
Kepler is the portfolio up for review this morning and major changes are in the making as readers will see in a moment. I’m reworking the Investment Quiver for both the Kepler and Einstein in hopes of improving the return for the risk taken. The Internal Rate of Return (IRR) of the Kepler is not […]
Kepler Portfolio Review: 12 June 2023
Kepler is one of the few portfolios scheduled for review this week. When a portfolio ranks at the bottom of the list when it comes to the return/risk ratio, it is time to make a change. Readers will see the investment quiver shrink to a few basic ETFs, not too dissimilar from the investment quiver […]
Gauss Sector BPI Portfolio Update: 10 June 2023
As mentioned in the Bullish Percent Indicator data update this morning, I discussed the possibility of “tweaking” one or more of the Sector BPI Plus portfolios. This blog post walks readers through such a “tweak.” While the change is minor, limiting the percentage that is to be invested in any one sector will open up […]
Rutherford Portfolio Review (Tranche 2): 9 June 2023
US equities continued to confirm their bullish trend over the past week although they could not close above the 4300 mark: 4300 is the 61.8% Fibonnaci retracement level from the October 2022 lows to the prior January 2022 all-time high. It is also a significant area of previous support/resistance – notably the August 2022 attempt […]
Bullish Percent Indicators: 9 June 2023
Bullish Percent Indicator (BPI) data for the past week shows positive increases in nearly all the major indexes. As for the individual sectors, Utilities is still recommended as a Buy as the BPI continues to rest on the 30% bullish mark. Index BPI U.S. Equities are neither oversold or overbought as the major indexes are […]
McClintock Dual Momentum Portfolio Review: 9 June 2023
McClintock and Pauling are the two remaining portfolio managed using the Dual Momentum™ model. Since the last McClintock review I moved the look-back period back to the “default” settings of 60- and 100-trading days. This information shows up in the first screenshot below. Check the red arrow.
Pay Attention to Fees: 8 June 2023
While I’ve written about management fees in prior blogs, it is useful to think about them again as fees can easily leave an “endowment” on the doorstep of an active manager. A few readers will remember load funds where the cost to gain access to a fund cost 8.5%. While those days are long gone, […]
Franklin Sector BPI Portfolio Review: 8 June 2023
In the early years of the Franklin this was a Dual Momentum™ portfolio or should I say it was managed using the DM model. Dissatisfied with performance I moved the Franklin over to the Sector BPI investing model. While it is still too early to know if this was a positive move, the early signs […]
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