Copernicus, the all equity portfolio, is back for an update or review. I've backed off from investing only in VOO or the S&P 500. Ten of the 500 stocks in the S&P 500 make up 39.1% of the entire index. Let one of the ten (10) sneeze … [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]
Rutherford Portfolio Review (Tranche 2): 1 September 2023
The past week was a bullish week for US equities: with SPX showing a 2.5% gain on the week. We have bounced nicely off the lower 1 SD boundary of the bullish channel and the 4300 support area and headed for the centre line … [Read more]
Bullish Percent Indicators: 1 September 2023
We need more weeks like this one as all indexes increased or held even in the percentage of bullish stocks. Nearly all sectors also improved during the week. Two sectors, Staples and Utilities, merit watching as both are close to the oversold … [Read more]
Schrodinger Portfolio Review: 28 August 2023
Schrodinger is the passively managed portfolio up for review this morning. As a Robo Advisor or computer managed portfolio the owner of this portfolio does nothing except save or withdrawal from the account. On rare occasions the Stock/Bond ratio … [Read more]
Rutherford Portfolio Review (Tranche 1): 25 August 2023
It was a rather confusing week in US equity markets with the SPX (S&P 500 Index) closing up ~0.8% over last week's close: However, Thursday was a strong down day and it may be that the apparent early week strength was a bit of a … [Read more]
Bullish Percent Indicators: 25 August 2023
Before beginning the BPI blogs I attempt to intuit the direction of the X and O side of the following tables. When the stock market rebounded Friday I assumed we might see a few more X's show up, particularly within the sectors. Not so as only two … [Read more]
Millikan Portfolio Review: 23 August 2023
Millikan is another Sector BPI Plus portfolio. This portfolio began as a Dual Momentum™ model portfolio and I shifted it over to the Sector BPI model as the hypothesis seemed to be stronger than the DM approach. More … [Read more]
Rutherford Portfolio Review (Tranche 4): 18 August 2023
It was another week of poor performance in US equity markets, with a little relief coming later in the day on Friday: however, we have now crossed below the centre line of the bullish channel, testing the 61.8% Fibonnacci retracement line that could … [Read more]
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