Merry Christmas Copernicus is the last portfolio up for review before Christmas. The major change is to reduce holdings in VOO and shift the percentage over to RSP. The reason for this move is to reduce exposure to mega-cap stocks that are over-valued and to increase exposure to mid- and … [Read More...]
Carson Sector BPI Portfolio Review: 28 June 2024
This morning the Carson Sector BPI (named for Rachel Carson) portfolio is due for an update. As the oldest Sector BPI portfolio the Carson is also a top performing portfolio. As one of several portfolio using the Sector BPI investing approach … [Read more]
Rutherford Portfolio Review (Tranche 4): 21 June 2024
US Equities hit new all-time highs again this week as the SPX (S&P 500 Index) continued in it's upward trend: However, the index seemed to find resistance at the psychological 5500 "round" number level - so we will have to wait to see … [Read more]
Sector BPI Millikan Portfolio Update: 14 June 2024
If you have been looking for portfolio updates over the past week and saw little action, I took a few days off for a trip to Southern California. Now back from that trip, expect to see quite a bit of action as I update a number … [Read more]
Rutherford Portfolio Review (Tranche 3): 14 June 2024
It was another bullish week in US equities with stocks continuing their slow climb to new highs: In terms of relative strength, compared with other major asset classes, US equities again came in close to the top of the list, although long term … [Read more]
Bullish Percent Indicators: 14 June 2024
Bullish Percent Indicators were mixed this week. Both major indexes (NYSE and NASDAQ) declined in the number of bullish stocks. Large tech stocks performed well as we see improvement in the NASDAQ 100. We do not see broad strength in the U.S. … [Read more]
If Starting Over
What advice would I pass on to a beginning investor? Is this advice applicable for a retired investor? You be the judge. Investing does not require a finance degree from the University of Chicago. For starters, check out this video to see just … [Read more]
Kahneman-Tversky Portfolio Review: 7 June, 2024
The Kahneman-Tversky (K-T) Portfolio is a simple Dual Momentum Portfolio that is split between two lookback period options over which "momentum", or Relative Strength, is measured. The Kahneman portion of the portfolio uses a single long-term … [Read more]
Rutherford Portfolio Review (Tranche 2): 7 June 2024
US Equities continued their upward climb hitting new all-time highs during the week and closing ~1% higher than last week's close: This again places US Equities near the top of the performance list of major asset classes: Commodities (DBC) and Gold … [Read more]
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