Einstein is entering its fourth month operating under a new asset allocation mix of ETFs. The revised allocation is designed to withstand a major equity draw-down. Here is information on the first three months of operation. June: Loss of 0.92 percent (-0.92%) July: Gain of 1.54 percent (1.54%) August: Gain of 1.58 percent (1.58%) As readers you will see that the portfolio is … [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]
Bohr Portfolio Review: 16 August 2023
Bohr is a portfolio in transition as I am shifting toward the Sector BPI Plus investing model. It will take time as the Closed-End-Funds are set to sell using limit orders and it might be weeks before they reach the limit price. Should any of the … [Read more]
Einstein Portfolio Review: 15 August 2023
Here we are in the middle of August and summer is "shouting" at Portland residents. It is unusual to experience multiple days of 100+ temperatures, but that is where we are this week. Einstein is the portfolio up for review and few changes are … [Read more]
McClintock Growth Equity Portfolio Review: 14 August 2023
With available cash close to zero and no major changes in the equities market, this review of the McClintock will be short and simple. As readers can see from the first screenshot below, the McClintock is designed to closely mirror the S&P 500. … [Read more]
Schrodinger Portfolio Review: 11 August 2023
Since the Schrodinger is computer managed and therefore on "automatic pilot" as far as the owner is concerned, updating this portfolio can occur at anytime. Now that we are close to the middle of August, I want to bring all portfolios last updated … [Read more]
Bullish Percent Indicators: 11 August 2023
There are few surprises within the Bullish Percent Indicators this week. If your intuition is telling you this was not a particularly good week for stocks, you are correct. Large-cap stocks held up rather well as you can see from the two Dow … [Read more]
- « Previous Page
- 1
- …
- 113
- 114
- 115
- 116
- 117
- …
- 182
- Next Page »