While the Millikan portfolio is dated July 1, the information is primarily June data. The Millikan portfolio is narrowly focused on four Exchange Traded Funds (ETFs). As readers will see in a moment, I am deviating from the basic asset allocation recommendations as we have yet to … [Read More...]
Rutherford Portfolio Review (Tranche 2): 19 January 2024
My apologies for being late with this post - I've moved to a new location and I've had a few problems with my new internet connection - but, this is real life and the issues we come across. Hopefully it doesn't have a significant impact on our … [Read more]
Bullish Percent Indicators: 19 January 2024
Before looking up any Bullish Percent Indicator data I envision or guess what the various indexes and sectors will show. Will the trends be bullish or bearish. Based on a strong Friday market I anticipated a number of the indexes and sectors would … [Read more]
Rutherford Portfolio Review (Tranche 1): 12 January 2024
This may be the last time that you will see my usual chart of the SPX (S&P 500 Index) since my broker is kicking me off my preferred platform for analysis (ThinkOrSwim) and migrating my account to a new platform (that I haven't yet … [Read more]
Relative Portfolio Performance Data: 12 January 2024
Below is 24.5 months of date for the ITA portfolios I track. This list does not include the portfolios managed and reported on by Hedgehunter. The Annual IRR column of data is accurate as of 1/12/2024 while the remainder of the data is current as … [Read more]
Bullish Percent Indicators: 12 January 2024
This week the general trend for U.S. Equities was down, although there were a few exceptions. Five of the seven indexes are bearish while nine of the eleven sectors come in with the same bearish message. No sectors are sufficiently bearish to call … [Read more]
Schrodinger Portfolio Review: 8 January 2024
Schrodinger is an excellent portfolio to review on a Monday as no decisions are required. As long-time readers know, the Schrodinger is an Intelligent Portfolio managed by computer algorithms at Schwab. These portfolios are sometimes known as Robo … [Read more]
Rutherford Portfolio Review (Tranche 4): 5 January 2024
The first week of trading in 2024 was bearish with the SPX (S&P 500 Index) pulling back 2% from 2023 End-Of-Year highs: We are now sitting at the lower boundary of the 1 Standard Deviation bullish channel that started in October of 2023 and … [Read more]
Carson Sector BPI Portfolio Review: 4 January 2024
Yellowstone National Park January is off to a slow start when it pertains to U.S. Equities. As a result numerous sector ETFs have been sold out of a number of ITA portfolios. This leaves considerable cash lying around requiring some action. This … [Read more]
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