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...]
Bullish Percent Indicators: 10 February 2023
The following tables set the stage for investors using or experimenting with the Sector BPI Model. The first table lays out the Bullish Percent Indicators for seven major indexes while the sector table breaks the U.S. Equities market into eleven … [Read more]
Schrodinger Portfolio Review: 10 February 2023
The Schrodinger is always a pleasure to update as I don't need to apologize for poor performance or take credit for positive results as this is a computer managed Robo Advisor account. Schwab refers to these style portfolios as Intelligent … [Read more]
Huygens Portfolio Review: 9 February 2023
As one of three income oriented portfolios, the Huygens turned in an excellent January with a gain in excess of 11.0%. I don't anticipate this increase will continue. This review or update will show a few necessary changes as two Closed-End-Funds … [Read more]
Franklin Portfolio Review: 8 February 2023
Franklin is the Sector BPI portfolio up for review this morning and few changes, if any, are recommended as there are no sectors in the buy or over-sold zone. As you recall from the most recent BPI data, several sectors are in the over-bought zone, … [Read more]
Kahneman-Tversky Portfolio Review: 3 February 2023
The Kahneman-Tversky Portfolio is a simple Dual Momentum Portfolio that needs little management/adjustment. It is split into two portions - one that is relatively slow in reacting to changes in market conditions - the Kahneman portion - and one that … [Read more]
Kepler Portfolio Review: 7 February 2023
Prepare for a less than stellar performance from the Kepler as I walk through this review. Either the Buy-Hold-Sell (BHS) model is not working as designed or I am not implementing it properly. The result is the same disappointing performance that … [Read more]
Carson Portfolio Review: 6 February 2023
As the original Sector BPI portfolio the Carson is scheduled for review this morning. As mentioned in an earlier post or comment, I have concerns when a portfolio is in the position of holding few securities while the potential for a bull market run … [Read more]
Bullish Percent Indicators: 3 February 2023
Based on Bullish Percent Indicator (BPI) data, this past week was a good week for U.S. Equities. The first table shows the broad strength when examining several indexes. The second table is the one we use to guide us in how we manage the Sector BPI … [Read more]
- « Previous Page
- 1
- …
- 142
- 143
- 144
- 145
- 146
- …
- 183
- Next Page »