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...]
Darwin Portfolio Review: 4 August 2023
The Darwin Portfolio is an "all-weather" portfolio that it adjusted, as necessary, on the basis of risk parity. Performance to date looks like this: 0r, in stacked format: The discontinuities in the graphs correspond to allocation … [Read more]
Kahneman-Tversky Portfolio Review: 4 August, 2023
The Kahneman-Tversky Portfolio is a simple Dual Momentum Portfolio that requires few adjutments since it only has a choice of holding one of 3 assets. Here's where the portfolio is sitting at present: Checking the slower moving Kahneman portion of … [Read more]
Bullish Percent Indicators:
August opened with a poor week for U.S. equities. All the major indexes are down while sectors are a mixed bag. When working through the following tables, check the right-hand side (X's and O's) for a peek into broad … [Read more]
Rutherford Portfolio Review (Tranche 2): 4 August 2023
This week we saw an inevitable pullback in the prices of US equities after 2 weeks of finding resistance at the upper boundary of the 1 SD bullish trend channel: the question now is how deep the pullback … [Read more]
Rutherford Portfolio Review (Tranche 1): 28 July 2023
A quiet week in US equities with the only excitent comming on Thursday with the Fed announcements - but then we settled back down and finished the week very close to last weel's close and still at the top of the 1 SD … [Read more]
Bullish Percent Indicators: 28 July 2023
The Bullish Percent Indicators (BPI) tell us this past week was rest time. Overall, both the broad markets and individual sectors were flat to slight improvement in smaller stocks. There is one new Sell signal and that is … [Read more]
Copernicus Portfolio Review: 27 July 2023
As bees are drawn to honey, there is little not to attract investors to the Copernicus portfolio. It is easy to manage and performance is outstanding. The one reservation I have is that there is no downside protection as this is a buy and … [Read more]
Rutherford Portfolio Review (Tranche 4): 21 July 2023
It was a relatively quiet week in the US equity markets with little change from where we were last week and still sitting at resistance near the upper 1 SD boundary of the uptrend channel US equities was not the only major asset class with little … [Read more]
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