US Equities, as represented by the SPX (S&P 500 Index), ended the week at about the same spot as they were at last week's close despite selling earlier in the week: I suspect this selling might have been a reflection of Fund managers selling losing positions at the end of the quarter to prepare the books for the next quarter and to harvest losses for end-of-year tax reporting purposes. We … [Read More...]
Carson Portfolio Update: 10 April 2025
The following data was scheduled for publication at least one day ago, but I was distracted due to the market plunge. This portfolio is the oldest of the Sector BPI portfolios, but it has not been through a volatile market such as we have … [Read more]
Franklin Portfolio Update: 8 April 2025
Stay the course. Stick with the investment plan. That is the advice I am following with the Franklin Sector BPI portfolio in this update. Shares of SHV were sold to raise cash in order to populate the sectors currently in the oversold zone. … [Read more]
Rutherford-Darwin Portfolio Review: 4 April 2025
It was a brutal week in just about all major markets with the SPX losing a little over 9% from last week's close - most of this within the last 2 days of the week with concerns over the effects that tariffs might have on the cost of living and the … [Read more]
Bullish Percent Indicators: 4 April 2025
"Democracy is the theory that the common people know what they want, and deserve to get it good and hard." - H. L. Menckken In all the years I've been tracking the Bullish Percent Indicators (BPI), as shown below, I never witnessed such a … [Read more]
Bohr Asset Allocation Portfolio Review: 4 April 2025
Individual-1's tariffs are the self-inflicted decisions driving down the market or should I say, markets. Global markets are also taking a major hit. Rather then telling readers what to do, read on and see what I am doing as different portfolios … [Read more]
Einstein Asset Allocation Portfolio Review: 2 April 2025
Einstein is up for review this morning. This portfolio sports a simplified asset allocation model in that it holds only four securities and one (SHV) is included primarily as an interest bearing cash holding tank. … [Read more]
Rutherford-Darwin Portfolio Review: 28 March 2025
After gapping up higher on Monday, it was all downhill for the rest of the week with US Equities closing ~ 4% lower than last week's close: … [Read more]
Kepler Simplified Asset Allocation Portfolio: 31 March 2025
Kepler is nearly in balance with the simplified asset allocation model. The asset allocation is very close to the Bogle Three ETF model. Instead of bonds I am using SCHD and SHV. In place of international equities I am using SCHG for a bit more … [Read more]
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