Since the last review the computers at Schwab rebalanced the Schrodinger by adding shares to large cap equities and bonds. Considering this overbought market both additions are somewhat puzzling. However, I'm not going to quibble as the performance since 12/31/2021 has been excellent. The … [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]
Analyzing Sector Investing Model Sector By Sector: 13 December 2023
How well is the Sector BPI investing model performing is a cogent question? Carson is the oldest portfolio using this investing model and it is less than two years old. Other portfolios were gradually switched to this model as the data began to … [Read more]
Copernicus Update: 11 December 2023
Next to the Schrodinger portfolio the Copernicus is the easiest to manage. In addition, the Copernicus is the top performer so that tells us something. Keep it simple. With the Schrodinger, all one does is electronically transfer money from a … [Read more]
Rutherford Portfolio Review (Tranche 4): 8 December 2023
It was the second straight week of trading in a narrow (~50 point) range and below the important 4600 level in the S&P 500 US Equity index (SPX) although the index did move slightly through the prior pivot high … [Read more]
Hawking Portfolio Review: 1 December 2023
The Hawking Portfolio is another portfolio that I haven't reviewed for some time (4 months) - so it's about time for an update. The Hawking is essentially a Buy-And-Hold portfolio built from Closed-End-Funds (CEFs) that doesn't require much … [Read more]
Kahneman-Tversky Portfolio Review: 1 December, 2023
The Kahneman-Tversky (K-T) Portfolio is another simple portfolio that requires very little attention and few adjustments. No adjustments have been made in the past 3 months since the last review on this site. Performance to date looks like … [Read more]
Darwin Portfolio Review: 1 December 2023
The Darwin Portfolio is a portfolio that I try not to adjust too often and it has been 3 months since I last posted a review of this portfolio so it's time to take a look at how it has been performing in that … [Read more]
Rutherford Portfolio Review (Tranche 3): 1 December 2023
Action in US equity markets was pretty muted this week with consolidation just below resistance (and prior pivot high) at ~4600: It will be interesting to see whether Santa can pull us above this resistance zone and towards the all-time … [Read more]
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