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...]
Pauling Portfolio Review: 24 July 2023
Pauling is the portfolio scheduled for an update this morning. Readers will note the limited number of options as this investment model is very similar to the Dual Momentum™ model. Yes, there is plenty of overlap among the equity offerings so the … [Read more]
Franklin Portfolio Review: 21 July 2023
Normally I hold off reviewing portfolios until we are an hour or so into a business or trading day. Instead I selected the Franklin as a good example to follow up on the Bullish Percent Indicator data published earlier this morning. When I last … [Read more]
Rutherford Portfolio Review (Tranche 4): 21 July 2023
It was a relatively quiet week in the US equity markets with little change from where we were last week and still sitting at resistance near the upper 1 SD boundary of the uptrend channel US equities was not the only major asset class with little … [Read more]
Bullish Percent Indicators: 21 July 2023
While the broad U.S. Equities market (NYSE and NASDAQ) rose slightly this week, four tech stocks reversed the bullish trend in the NASDAQ 100. There were also a few changes in sectors of the market and I'll get into that in a moment. Overall, the … [Read more]
Bohr Portfolio Review: 21 July 2023
Bohr is the scheduled portfolio up for review this morning, and like the Bethe, it is in a state of flux as I'm shifting toward a growth oriented portfolio. The goal is to move the return performance closer to that achieved by the Copernicus and … [Read more]
Charitable Contributions Using Tax-Deferred Account
When one reaches the age were Required Minimum Distribution (RMD) goes into effect it is wise to alter where charitable contributions originate. In this blog I will explain why writing contribution checks on a tax-deferred account makes more sense … [Read more]
Millikan Sector BPI Update: 20 July 2023
Millikan is the Sector BPI portfolio up for review this morning and the strong equities market is providing a boost to this portfolio. As a relatively new investing model the Sector BPI approach is still operating under the microscope. Consider … [Read more]
Carson Sector BPI Portfolio Update: 19 July 2023
As the oldest Sector BPI portfolio the Carson is the portfolio to watch if you are at all interested in this unique investing model. Before starting this blog entry I updated the Bullish Percent Indicator data for the different sectors and several … [Read more]
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