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...]
Bullish Percent Indicators: 21 April 2023
Bullish Percent Indicators experienced few changes this week as it was a rather quiet period for U.S. Equities. Several Sector BPI Plus portfolios are up for review this week so I'll be alert to any changes that might occur within the Sector BPI … [Read more]
Portfolio Management When Facing Debt Limit Differences
The potential for a debt limit crisis is only a few months away. While the root causes are subject to debate, arguing history while therapeutic does little in the way of providing guidance when it comes to portfolio management. How might one work … [Read more]
Franklin Sector BPI Update: 18 April 2023
Franklin is one of four Sector BPI portfolios. Perhaps I should title these portfolios, Sector BPI Plus as each now contains more than the eleven (11) sector ETFs in an effort to patch one of the potential holes in the Sector BPI hypothesis. Past … [Read more]
Schrodinger Portfolio Review: 17 April 2023
"Asset allocation is the process of dividing your investment portfolio among different asset classes, such as stocks, bonds, and cash. It is an important part of any investment strategy, as it helps to reduce risk and improve your chances of … [Read more]
Gauss Portfolio Update: 15 April 2023
This particular blog post is another example of how to address a potential weakness in the Sector BPI investing model. The Gauss portfolio is one of four Sector BPI portfolios so it is an appropriate candidate for this change. Gauss Investment … [Read more]
Rutherford Portfolio Review (Tranche 4): 14 April 2023
US equities were up ~1% from last week's close: and closed just outside the upper 2 SD boundary of the longer term downtrend channel. However, price is at the 50% retracement level of the peak-trough range of this channel that has provided … [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]
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