As one of the poorest performing portfolios, if not the least productive, it was encouraging to see Kepler turn in the top performance in August. It might be an outlier or the beginnings of a strong future using Closed-End-Funds (CEFs). The Kepler is certainly a portfolio … [Read More...]
Bullish Percent Indicators: 22 September 2023
Index BPI All seven indexes are bearish after a weak week for U.S. Equities. For the first time since last March all indexes are below the 50% bullish line. The question for investors using the Sector BPI Plus model … [Read more]
Rutherford Portfolio Review (Tranche 4): 15 September 2023
It was a relatively quiet week in US equity markets with the SPX (S&P 500 Index) closing down slightly on the week after an end of week selloff on Friday: This still leaves us within the boundaries of the pendant pattern defined … [Read more]
Bullish Percent Indicators: 15 September 2023
While there are a few changes in the Bullish Percent Indicators this week it is unlikely any moves will impact the Sector BPI Plus portfolios. This assumes all the Buy and Sell orders are already in place. Index BPI The NASDAQ 100 and DJIA moved … [Read more]
Copernicus Portfolio Review: 12 September 2023
The philosophy behind the Copernicus is two fold. 1) Simplicity of implementation. 2) Utilize the concept of dollar cost averaging. Young investors will find this investing model to their liking as it takes the guess work out of investing. All … [Read more]
Rutherford Portfolio Review (Tranche 3): 8 September 2023
It was a weak performance in the US equity markets after the Labor Day week-end with the SPX (S&P 500 Index) down ~1.5% from last week's close: This leaves prices in a pendant pattern bounded by the upper 2 SD … [Read more]
Millikan Sector BPI Plus Portfolio Review: 8 September 2023
Millikan is another Sector BPI Plus portfolio that is meeting expectations. If you are a new reader, check past blog posts on the Sector BPI investing model or keep reading the Sector BPI portfolio reviews that show up nearly every week. We use … [Read more]
Kahneman-Tversky Portfolio Review: 1 September, 2023
The Kahneman-Tversky (K-T) Portfolio is a simple Dual Momentum (DM) portfolio with a choice of only one ETF from a total of 3. It therefore requires very little time/effort to manage the portfolio. The only twist to this portfolio is that it is split … [Read more]
Darwin Portfolio Review: 1 September 2023
The Darwin Portfolio is one of my portfolios that I don't normally adjust too often. It holds 5 ETFs that represent 5 of the major asset classes and allocations are based on Risk Parity such that risk (as measured by volatility) is limited to 3% per … [Read more]
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