Pauling is an asset allocation portfolio that is slowly working out of a performance deficit. Over the past few months I have been reworking the asset allocation mix and that work is not quite complete as readers will see in one of the following screenshots. Several asset classes are out … [Read More...]
Copernicus Portfolio Update: 28 June 2023
After updating a few lackluster portfolios, it is refreshing to review a strong yet simple portfolio. Other than the Schrodinger where the owner does noting but save, the Copernicus comes in a close second for simplicity. Copernicus Investment … [Read more]
Bethe Portfolio Review: 27 June 2023
The following Bethe update is not so much where the portfolio is currently. Rather, it is the direction the portfolio is moving in the future. Currently, the Bethe holds a high percentage of the portfolio in income generating CEFs. While I have … [Read more]
Rutherford Portfolio Review (Tranche 4): 23 June 2023
It wasn't a great week for US equities with the S&P 500 Index pulling back from the 1SD upper boundary of the uptrend channel: It still looks possible for US equities … [Read more]
Bullish Percent Indicators: 23 June 2023
While this past week was purported to be one of the weakest weeks for equities since last March, the Bullish Percent Indicators paint a slightly less pessimistic picture. While every major index, with exception of the two Dow indexes, … [Read more]
Rutherford Portfolio Review (Tranche 3): 16 June 2023
Another bullish week in US Equities with the SPX continuing it's move within the uptrend channel and sitting at the upper 1 SD boundary - where we may see some resistance: This week's performance in US equities placed pretty near the … [Read more]
Rutherford Portfolio Review (Tranche 2): 9 June 2023
US equities continued to confirm their bullish trend over the past week although they could not close above the 4300 mark: 4300 is the 61.8% Fibonnaci retracement level from the October 2022 lows to the prior January 2022 all-time high. It is also a … [Read more]
Bullish Percent Indicators: 9 June 2023
Bullish Percent Indicator (BPI) data for the past week shows positive increases in nearly all the major indexes. As for the individual sectors, Utilities is still recommended as a Buy as the BPI continues to rest on the 30% bullish mark. Index … [Read more]
Pay Attention to Fees: 8 June 2023
While I've written about management fees in prior blogs, it is useful to think about them again as fees can easily leave an "endowment" on the doorstep of an active manager. A few readers will remember load funds where the cost to gain access to a … [Read more]
- « Previous Page
- 1
- …
- 43
- 44
- 45
- 46
- 47
- …
- 80
- Next Page »