Gauss is the portfolio up for review today. The owner of this portfolio is not contributing significant amounts of cash each month so the re-balancing will need to come from dividends and interest income. Gauss is a very conservative portfolio as one can see from the low beta value of 0.27. Conservative is defined in this case as low volatility. … [Read More...]
Rutherford Portfolio Review (Tranche 3): 12 May 2023
US Equities continue to consolidate at ~4150 (the mid-level of last year's range): with the SPX closing down slightly from last week's close. Despite this, on a relative basis, US equities were close to the top of the performance list with no … [Read more]
Franklin Sector BPI Portfolio Review: 12 May 2023
Franklin is one of four portfolio currently managed using the Sector BPI Plus model. Yesterday I updated the Bullish Percent Indicator table (to be published tomorrow) and Telecom (VOX) was a Buy recommendation. Energy (VDE) is very close to a … [Read more]
Darwin Portfolio Review: 5 May 2023
Adjustments to the Darwin Portfolio are not rigorously scheduled since they are designed to maintain Risk Parity, are usually minor, and I prefer to keep trading costs to a minimum. Here's how the Portfolio has performed since I changed to a … [Read more]
Rutherford Portfolio Review (Tranche 2): 5 May 2023
It was another relatively uneventful week in US Equities with the SPX (S&P 500 Index) continuing to bang it's head against resistance at ~4150 and closing down slightly from last week's close: It is still not clear where we go from here but … [Read more]
Copernicus Portfolio Review: 3 May 2023
Based on yesterday's market decline, today seemed like a good time to check in on the Copernicus as this portfolio is constructed only of U.S. Equities. The philosophy behind the Copernicus is to save and invest. Never sell unless there is an … [Read more]
Carson Sector BPI Plus Portfolio Review: 1 May 2023
Other than this being the first day of the month, this review or update of the Carson is an interesting one as Discretionary (VCR) was sufficiently close to a sale that I purged the Carson of this ETF. Telecom is still oversold … [Read more]
Rutherford Portfolio Review (Tranche 1): 28 April 2023
A relatively uneventful week in US equites, despite the high day-to-day volatility, with the SPX (S&P 500 Index) up a little over 0.5% from last week's close: The index is still banging its head against the 50% retracement resistance zone that … [Read more]
Rutherford Portfolio Review (Tranche 5): 21 April 2023
It was a very quiet week in US Equity markets with the S&P 500 Index trading in a tight ~40 point range: However, the SPX did close down slightly from last week's close after hitting it's head against strong resistance at ~4150-4200 - an area … [Read more]
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