Mr Powell seems to be the Grinch who stole Christmas and blocked Santa's rally to the 6200 level. Investors did not react well to Mr Powell's statements that there might only be two rate cuts next year and US markets dropped close to 4% following … [Read More...]
Bullish Percent Indicators: 24 May 2024
Bullish Percent Indicators (BPI) provide a different way of looking at or checking market action. The data provided in the two following tables is quite provincial in that the data focuses on U.S. markets and omits all international markets. Keep … [Read more]
Darwin Portfolio Review: 17 May, 2024
The Darwin Portfolio is an "All-Weather" Portfolio built from 5 ETFs representing diversification in 5 major asset classes. The portfolio also hold a ~10% allocation to "volatility" as an asset class providing even more diversification. Allocations … [Read more]
Rutherford Portfolio Review (Tranche 3): 17 May 2024
It was a bullish week in US Equities with the S&P 500 Index (SPX) taking out previous all-time highs: Since price has closed outside the bearish regression trend channel, and taken out the prior highs, I have added a tentative new uptrend … [Read more]
Schrodinger Portfolio Review: 16 May 2024
One of my favorite portfolios, the Schrodinger, is scheduled for review this morning. Why is it a favorite? 1) It is easy to manage as there is nothing to do but save. 2) Performance is excellent. 3) It is tax efficient if the account is greater … [Read more]
Dirac Portfolio Review: 13 May 2024
The Dirac Portfolio is, or will be when it is fully populated, an "income" portfolio much like the Hawking portfolio - but with an extended "quiver" of assets (~120) from which to choose. These assets might be Closed-End-Funds (CEFs), Exchange Traded … [Read more]
Copernicus Portfolio Review: 13 May 2024
Next to the Schrodinger Intelligent Portfolio the Copernicus is the easiest portfolio to manage as all one needs to do is save and invest in one of several U.S. Equities ETFs. Unless there is an emergency, never sell. This investment management … [Read more]
Hawking Portfolio Review: 10 May, 2024
Since my last review of the Hawking Portfolio I have added positions in ACRE (Real Estate) and FSK (Business Development Organizations). Both were "falling knives" that I tried to catch, sometimes unsuccessfully (ACRES - that I will say a little more … [Read more]
Kahneman-Tversky Portfolio Review: 10 May, 2024
The Kahneman-Tversky (K-T) Portfolio is a simple Dual Momentum Portfolio using different lookback periods to measure momentum/relative strength in separate portions of the total portfolio. The Portfolio only has a choice of 3 assets from which to … [Read more]
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