This week I received a phone call seeking basic investment help. This blog post is written in response to that call. There are a few basic principles to investing and I've written about them on this blog for nearly 18 years. Here is the link to two very basic principles. … [Read More...]
Darwin Portfolio Review: 29 December 2023
At the end of 2023 the Darwin Portfolio is showing a profit of 17% (16.4% annualized IRR) since inception in November 2022. This is not as good as the return on the S&P 500 Index (up 18.5% over the same period) but beats … [Read more]
Rutherford Portfolio Review (Tranche 3): 29 December 2023
It was a quiet, holiday shortened, week in the markets with the S&P 500 Index drifting slightly higher by ~0.3% toward the all-time highs of 2 years ago of ~4800 in the SPX: However, Santa could not pull us through the strong resistance at this … [Read more]
Bullish Percent Indicators: 29 December 2023
Bullish Percent Indicator (BPI) data is the driving force behind the Sector BPI investing model. In the following blog post the top table gives us a broad view of how the U.S. Equities market is performing. Right now the market is very strong, … [Read more]
Merry Christmas 2023
Merry Christmas … [Read more]
Rutherford Portfolio Review (Tranche 2): 22 December 2023
It was a bit of a rocky week for US equities with a scary drop in prices on Wednesday and poor liquidity as investors/traders focussed on the holidays. However the SPX (S&P 500 Index) still managed to close up close to 1% from last … [Read more]
Intelligent Portfolio: Schrodinger Portfolio Update: 20 December 2023
Schwab's Intelligent Portfolio, the Schrodinger, is up for review today. This portfolio was launched a number of years ago to answer the question, "Who Will Manage the Family Portfolio When I Die?" Of the three portfolio investment strategies … [Read more]
Rutherford Portfolio Review (Tranche 1): 15 December 2023
Well, Santa sure pulled us through that strong resistance zone at ~4600 in the SPX (S&P 500 Index) and US equities closed the week up ~2.8% from last week's close after 2 weeks of sideways consolidation: … [Read more]
Bullish Percent Indicators: 15 December 2023
Bullish Percent Indicators (BPI) as shown in the following two tables provides a broad behavioral view of the U.S. Equities market. The second table breaks the market into its eleven different sectors and it is that data we use to manage the Sector … [Read more]
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