Bohr is another portfolio that is undergoing asset allocation changes resulting in simplification. In this case the portfolio is made up of ten (10) different asset classes plus cash or a money market. One change reader will see is moving more money from SCHO to SGOV so at to shorten the term of these treasury ETFs. With the Bohr I am using VEA and VWO for international exposure instead of … [Read More...]
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 … [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]
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