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McClintock Sector Asset Allocation Portfolio Update: 21 October 2026

It is somewhat unusual to find eight (8) of the eleven (11) sectors populating a Sector Bullish Percent Indicator (BPI) portfolio.  Such is the case with the McClintock this morning.  While the overall market is hovering at or near all-time highs, there is weakness within the general market and that is showing up within a number of sectors.  This is why 8 of the 11 sectors dropped into the … [Read More...]

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Portfolio Management

Rutherford-Darwin Portfolio Review – 10 January 2025

I will start this post with my usual weekly look at US Equity markets through the eyes of the S&P 500 Index (SPX): where we see that, after starting the week strongly on Monday, the markets deteriorated badly going into the end of the week. We are now sitting on that neckline support/resistance line that we have been watching for the past few weeks. In fact, we closed slightly below the … [Read More...]

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Bullish Percent Indicators: 7 July 2023

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Based on Bullish Percent Indicators (BPI) the equities market this past week was flat to a trivial uptick.  No new instructions for managing Sector BPI portfolios show up this week.  With the prospect of two more 25 basis point increases in the … [Read more]

McClintock Portfolio Review: 7 July 2023

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McClintock is the portfolio up for review this morning.  Managed as a Dual Momentum portfolio in the past, I am making a few adjustments such as increasing the number of assets the portfolio can hold at any one time.  This change should reduce … [Read more]

Bohr Portfolio Update: 3 July 2023

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Now that the second quarter is history, portfolios lagging in performance are under scrutiny.  The Bohr is one such portfolio.  With all the positive signals emanating from the Sector BPI investing model. with permission from the owner, I am in the … [Read more]

Schrodinger Portfolio Update: 3 July 2023

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The Schrodinger is an Intelligent Portfolio based at Schwab.  At least this is how Schwab identifies portfolios managed by computer.  I think of this investing style as Robo Advisor portfolios.  Regardless, this type of investment is as easy as it … [Read more]

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