Kepler is the asset allocation portfolio scheduled for a review this morning. The current lineup of ETFs is only three months old so we have little data as to whether this new asset allocation mix will improve the historically poor performance of the Kepler. As currently constructed the portfolio will throw off approximately 4.0% in dividends, and that is without the portfolio being in … [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]
Rutherford Portfolio Review (Tranche 4): 3 February 2023
US Equities had another strong week with the S&P 500 Index up close to 2% on the week and ~7.7% in the month from the closing price on 31 December 2022: We have now taken out the prior December high at 4100 and closed above this level - so we … [Read more]
Franklin Portfolio Review: 2 February 2023
Welcome to Ground Hog Day. Franklin is the portfolio scheduled for review and if you recall, the Franklin was a lagging Dual Momentum portfolio that I switched over to the Sector BPI model. Time will tell as to whether this was a wise move. Since … [Read more]
Carson Portfolio Review: 1 February 2023
Welcome to February. We are two days away from the mid-point of winter in the northern hemisphere. What better way to open the month than to review the Carson portfolio. Depending on your holdings in a Sector BPI portfolio, there may be a few … [Read more]
Gauss Portfolio Review: 31 January 2023
We end the month of January with a review of the Gauss, one of four Sector BPI portfolios. While there are currently four BPI sectors of the market positioned in the over-bought zone, the Gauss holds zero shares in any of these sectors. Technology … [Read more]
Bohr Portfolio Review: 30 January 2023
The Bohr and Bethe are similar portfolios in that they both hold equities for growth and Closed-End-Funds (CEFs) for income. In both accounts they are essentially Buy and Hold portfolios as there is very little trading taking place. … [Read more]
Rutherford Portfolio Review (Tranche 3): 27 January 2023
It was a bullish week for US equities with the SPX up over 2.6% on the week: and touching (but not closing above) the 4100 level that might indicate a reversal of the 2022 downtrend. In terms of relative strength, US equities outperformed all other … [Read more]
Portfolio Performance Comparisons: 28 January 2023
It has been a number of weeks since I last reported on the ITA portfolio performances. Since the last report all portfolios have improved using either return or risk as measuring sticks. Checking the following data table, only two portfolios, … [Read more]
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