Einstein is the Asset Allocation portfolio updated this morning. Shares of SCHO were sold to raise cash to bring several new ETFs into balance. Check out the asset allocation model shown in the next data table. … [Read More...]
Rutherford Portfolio Review (Tranche 3): 22 March 2024
US Equities finally poked their head above the ~5200 resistance level where they have been sitting for the past couple of weeks: now we wait to see whether we get a continuation of the bullish trend or a pullback to at least the bottom of the … [Read more]
Bullish Percent Indicators: 22 March 2024
Point and Figure charts are unique to Technical Analysis. Bullish Percent Indicator (BPI) data for this week informs us this was a good week for U.S. Equities. Not every indicator moved up, but the vast majority showed an increase in the percentage … [Read more]
Gauss Sector BPI Portfolio Review: 22 March 2024
"Knowing your tolerance for risk is critical to investment success." - Richard A. Ferri Gauss is the Sector BPI portfolio up for review this morning. Readers who have been following this investment model are reminded we are currently in a "quiet" … [Read more]
Carson Sector BPI Portfolio: 21 March 2024
"Fund expenses have a direct impact on investment returns." Carson, the oldest Sector BPI portfolio, is the account up for review today. With U.S. Equities pushing the upper limits no sectors are positioned in the oversold zone. In these market … [Read more]
Bethe Sector BPI Portfolio Review: 20 March 2024
"The greatest enemy of a good plan is the dream of a perfect plan." - von Clausewitz Bethe is the Sector BPI portfolio up for review this morning. While the portfolio holds approximately 13% in cash, I'm not in a big hurry to invest this money with … [Read more]
Einstein Sector BPI Portfolio Review: 19 March 2024
"Realistic market expectations are important to investment planning." - Richard A. Ferri Einstein is the Sector BPI portfolio up for review this morning. Before moving into the analysis there are a few comments I need to make about this portfolio. … [Read more]
Pauling Sector BPI Portfolio Review: 18 March 2024
"The relationship between market risk and expected return is an essential one." - Richard A. Ferri Other than holding 22.9% in cash the Pauling is well positioned as we enter the spring and summer months. The investment quiver is focused on the … [Read more]
Rutherford Portfolio Review (Tranche 2): 15 March 2024
As mentioned in my reviews over the past two weeks we are seeing resistance at ~5200 in the SPX (S&P 500 Index): and prices have remained in this general area over that period. US equities actually closed down slightly on the week (~0.3%) but … [Read more]
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