Kepler is the asset allocation portfolio scheduled for a review this morning. The current lineup of ETFs is only three months old so we have little data as to whether this new asset allocation mix will improve the historically poor performance of the Kepler. As currently constructed the portfolio will throw off approximately 4.0% in dividends, and that is without the portfolio being in … [Read More...]
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 … [Read more]
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 … [Read more]
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 … [Read more]
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. … [Read more]
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 … [Read more]
Reworking Pauling Portfolio: 20 November 2023
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 … [Read more]
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 … [Read more]
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 … [Read more]
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