Carson is one of three portfolios using the Sector BPI investing model. When I updated the March performance I noticed the monthly loss for the Carson was 1/10 the loss of several asset allocation portfolios. Just another reminder as to how well the Sector BPI investing model is working. … [Read More...]
Rutherford Portfolio Review (Tranche 1): 28 June 2024
US equities, as measured by the performance of the S&P 500 Index (SPX), closed the week slightly lower than last week's close after consolidating sideways for most of the week and battling with the 5500 resistance level. Markets were weak on … [Read more]
Schrodinger Intelligent Portfolio Update: 28 June 2024
Saturday is not a normal day for me to update a portfolio as I prefer to buy and sell securities, if the analysis calls for a change, when the market is open. That is not the case with the Schrodinger as I don't make the management decisions. … [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]
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