US Equity markets rose ~1.4% this week from last week's close but remain in a consolidation range between ~7300 and 7600 in the SPX (S&P 500 Index) with ~7500 seeming to be a significant support/resistance level within this range: … [Read More...]
Huygens Portfolio Review: 25 August 2023
Huygens is the portfolio scheduled for review this morning and there are a few changes in the works. To keep up with the S&P 500 I am moving this portfolio toward an equity bias. In other words, I'm building up shares in VOO, SPY, VTI, and … [Read more]
Pauling Portfolio Review: 24 August 2023
From its early days as a Dual Momentum™ portfolio the Pauling struggled to perform as expected. Without going into detailed analysis this may be one of those portfolios that was launched when the market declined and new money was added at high … [Read more]
Millikan Portfolio Review: 23 August 2023
Millikan is another Sector BPI Plus portfolio. This portfolio began as a Dual Momentum™ model portfolio and I shifted it over to the Sector BPI model as the hypothesis seemed to be stronger than the DM approach. More time and history is needed to … [Read more]
Carson Sector BPI Portfolio Review: 22 August 2023
Carson is the Sector BPI portfolio up for review this morning. In addition to updating the Carson, readers interested in knowing how to manage a Sector BPI Plus portfolio will find instructions in this blog post. Since no sectors are in the Buy or … [Read more]
Kepler Portfolio Review: 22 August 2023
Carson was the portfolio up for review this morning, but the owner withdrew cash and I don't want to review the portfolio until that transaction is complete. Therefore, I am moving the Kepler up one day for this update. The market opened mixed this … [Read more]
Rutherford Portfolio Review (Tranche 4): 18 August 2023
It was another week of poor performance in US equity markets, with a little relief coming later in the day on Friday: however, we have now crossed below the centre line of the bullish channel, testing the 61.8% Fibonnacci retracement line that could … [Read more]
Bullish Percent Indicators: 18 August 2023
The dog days of summer are at work when it comes to U.S. Equities as we observe another down week for stocks. All the major indexes declined in the number of bullish stocks and we are getting close to a buy in one sector. More on this later. This … [Read more]
Gauss Sector BPI Plus Portfolio Review: 17 August 2023
Gauss is the portfolio up for review this morning. We are approximately eight (8) months into the Sector BPI investing model with the Gauss and thus far the sector approach is working as laid out in the hypothesis last winter. We still need a … [Read more]
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