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...]
Bullish Percent Indicators: 15 April 2023
Bullish Percent Indicators this week are bullish when taken as a whole. Investors following or using the Sector BPI model will find three sectors overbought. All the major indexes are bullish with the Dow … [Read more]
Franklin Portfolio Update With A Bard Example: 12 April 2023
Franklin (named for Rosalind of DNA fame) is the portfolio scheduled for an update this morning. Moments ago I checked the latest Sector BPI data and Utilities (VPU) remains in the overbought zone. The recommendation is to place a 3% Trailing Stop … [Read more]
Millikan Portfolio Update: 11 April 2023
Given the over-bought signal generated yesterday for Utilities (VPU) I wanted to update at least one of the four Sector BPI portfolios to see how well it is performing based on annualized IRR data and risk factors such as the Jensen Performance … [Read more]
Darwin Portfolio Review: 6 April 2023
The Darwin Portfolio is a "Buy-And-Hold" portfolio of assets that is only adjusted when allocations fall out-of-line with recommendations based on risk parity (i.e. equal risk on all holdings). Performance to date (~4 months from inception) … [Read more]
A Review/Comparison of Momentum Systems
Every year I take a breathe and find a little time to review my portfolios and the systems that I am using to manage those portfolios. As we remind readers almost every month, no system works "best" in all market conditions, and we … [Read more]
Kahneman-Tversky Portfolio Review: 6 April 2023
The Kahneman-Tversky Portfolio is a simple Dual Momentum Portfolio where we pick only one of three assets in our investment quiver (providing they have positive momentum relative to SHY - our "risk-free" benchmark fund). The only diversification here … [Read more]
Rutherford Portfolio Review (Tranche 3): 6 April 2023
In a holiday-shortened week US equities were relatively quiet but managed to close the week up ~1% from last week's close: However price is still hanging around in that pendant pattern (defined by yellow boundary lines of the bearish and bullish 2 … [Read more]
Copernicus Portfolio Review: 6 April 2023
Copernicus is the passively managed portfolio up for review this morning. This portfolio is easy to manage and update and it happens to be one of the more successful portfolios tracked here at ITA. As readers will … [Read more]
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