Schrodinger is the Robo Advisor portfolio up for review this morning. This is actually an update as little action occurred since the last posting of information. To new readers, the Schrodinger portfolio is managed by computers based at Schwab. Schwab refers to these portfolios as Intelligent Portfolios. … [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]
Bullish Percent Indicators: 18 August 2023
The dog days of summer are at work when it comes to U.S. Equities as we observe another down week for stocks. All the major indexes declined in the number of bullish stocks and we are getting close to a buy in one sector. More … [Read more]
Gauss Sector BPI Plus Portfolio Review: 17 August 2023
Gauss is the portfolio up for review this morning. We are approximately eight (8) months into the Sector BPI investing model with the Gauss and thus far the sector approach is working as laid out in the hypothesis last winter. We still need a … [Read more]
Schrodinger Portfolio Review: 11 August 2023
Since the Schrodinger is computer managed and therefore on "automatic pilot" as far as the owner is concerned, updating this portfolio can occur at anytime. Now that we are close to the middle of August, I want to bring all portfolios last updated … [Read more]
Bullish Percent Indicators: 11 August 2023
There are few surprises within the Bullish Percent Indicators this week. If your intuition is telling you this was not a particularly good week for stocks, you are correct. Large-cap stocks held up rather well as you can see from the two Dow … [Read more]
Rutherford Portfolio Review (Tranche 3): 11 August 2023
US equities showed continued weakness as prices pulled back from the highs of 2 weeks ago: This weakness was reflected in other markets: with only US Real Estate showing gains on the week Holdings in the Rutherford Portfolio look like … [Read more]
Copernicus Portfolio Review: 11 August 2023
Copernicus is a portfolio designed to keep pace with the S&P 500. The goal of this portfolio is to use dollar-cost-averaging by purchasing U.S. Equities during good and bad times while never selling unless there is no other choice. Thus far, … [Read more]
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