As we move towards the mid-term elections it is appropriate that we recognize the historical significance of the "Presidential Cycle": Thus, although most of us are very nervous that we are close to all-time highs in the SPX (S&P 500 Index), US Equities are up ~14% so far this year in a year that has historically been the weakest, averaging only 5%. Add to that the fact that the third year … [Read More...]
Carson Sector BPI Portfolio Review: 7 August 2023
Carson is the Sector BPI portfolio up for review this morning and it is due for an update as cash is available for reinvesting. The Carson continues to hold three sector ETFs and two of the three are working on TSLOs. Based on the latest BPI data … [Read more]
Hawking Portfolio Review: 4 August 2023
The Hawking Portfolio is a "Buy-and Hold" Income generating portfolio built using Closed End Funds (CEFs) with high distributions. Usually, the only action required is to re-invest the dividends received so as to promote geometric growth. Current … [Read more]
Darwin Portfolio Review: 4 August 2023
The Darwin Portfolio is an "all-weather" portfolio that it adjusted, as necessary, on the basis of risk parity. Performance to date looks like this: 0r, in stacked format: The discontinuities in the graphs correspond to allocation … [Read more]
Kahneman-Tversky Portfolio Review: 4 August, 2023
The Kahneman-Tversky Portfolio is a simple Dual Momentum Portfolio that requires few adjutments since it only has a choice of holding one of 3 assets. Here's where the portfolio is sitting at present: Checking the slower moving Kahneman portion of … [Read more]
Bullish Percent Indicators:
August opened with a poor week for U.S. equities. All the major indexes are down while sectors are a mixed bag. When working through the following tables, check the right-hand side (X's and O's) for a peek into broad market action and use the … [Read more]
Rutherford Portfolio Review (Tranche 2): 4 August 2023
This week we saw an inevitable pullback in the prices of US equities after 2 weeks of finding resistance at the upper boundary of the 1 SD bullish trend channel: the question now is how deep the pullback may be - will we just maybe pullback to the … [Read more]
Bethe Portfolio Review: 4 August 2023
Bethe is the portfolio scheduled for review this 4th day of August. Over the next few weeks or perhaps months readers will see this portfolio transition from a growth-income portfolio to another Sector BPI Plus investment model. The primary reason … [Read more]
Gauss Sector BPI Portfolio Review: 3 August 2023
Updating the Bullish Percent Indicator (BPI) spreadsheet this morning no changes were observed. There certainly are no Buy recommendations and all the overbought sectors have Trailing Stop Loss Orders (TSLOs) already in place. Gauss has cash … [Read more]
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