Asset Allocation is a long-standing portfolio management model. What sets such portfolios apart is the choice of assets used to populate the portfolio. Readers will find the Pauling is well diversified across many different asset classes giving exposure to different size stocks, international equities as well as … [Read More...]
Rutherford Portfolio Review (Tranche 2): 31 March 2023
The first Quater of 2023 ended with US equities putting in a strong performance closing up over 3.6% from last week's close. Price is getting squeezed in that pendant zone between the 2 heavy yellow boundaries of the bearish and bullish trend … [Read more]
Schrodinger Robo Advisor Portfolio Update: 29 March 2023
The Schrodinger is a portfolio for all seasons. Individuals preparing for retirement, and this applies to young folks in their 20s, would do well to take a close look at this Robo Advisor computer managed portfolio. If one is still … [Read more]
Copernicus All Seasons Portfolio Review: 27 March 2023
While I'm a few days early updating the Copernicus, I need to insert this analysis into the mix for several reasons - new readers at the top of the list. Before anyone is overwhelmed with the various management tools, … [Read more]
Rutherford Portfolio Review (Tranche 1): 24 March 2023
Despite the negative reaction and high volatility following Wednesday's Fed announcements the SPX (S&P 500 Equity Index) managed to close the week a little over 1% higher from last week's close: However price is still sitting at the top of a 2 … [Read more]
Rutherford Portfolio Review (Tranche 5): 17 March 2023
It was a difficult week in the US equity markets with the SPX gaining ~1% in a volatile week of market action: We are at the bottom of a 2 SD short-term uptrend channel and close to the top of a 2 SD longer term downtrend … [Read more]
Bullish Percent Indicators: 18 March 2023
This week the Bullish Percent Indicators produce interesting information as well as several anomalies. If you are an investor interested or already using the Sector BPI model, there is new information for readers. Index BPI Friday's market action … [Read more]
Schrodinger Portfolio Review: 15 March 2023
One of two reference portfolios is the Schrodinger. The other is the Copernicus. Were one to lose all spreadsheets and access to databases, these two different investing models would survive and serve the investor quite well. As for the term … [Read more]
Rutherford Portfolio Review (Tranche 4): 10 March 2023
It was a brutal week in the US equity markets with stocks down ~5% on the week: This has taken us below the 200-day Simple Moving Average (SMA) and other potential support levels at ~3940 and back into the 1 SD downtrend channel that started at the … [Read more]
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