The original management strategy for the Copernicus portfolio was to invest in the S&P 500 (SPY or VOO) and continue to do so while adding money on a regular basis. I've deviated from that original plan slightly as the current market is overvalued or as we say, overbought. However, … [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]
Bullish Percent Indicators: 21 July 2023
While the broad U.S. Equities market (NYSE and NASDAQ) rose slightly this week, four tech stocks reversed the bullish trend in the NASDAQ 100. There were also a few changes in sectors of the market and I'll get into that in a moment. Overall, the … [Read more]
Charitable Contributions Using Tax-Deferred Account
When one reaches the age were Required Minimum Distribution (RMD) goes into effect it is wise to alter where charitable contributions originate. In this blog I will explain why writing contribution checks on a tax-deferred account makes more sense … [Read more]
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