Huygens is the asset allocation portfolio scheduled for review this morning. Since I first started this blog shares of GLDM and IAU were sold and the money was reinvested in short-term treasuries, SCHO. This move will lower the portfolio beta which in turn will elevate the Jensen Alpha value. Huygens Asset Allocation Model Limit orders are in place to purchase more shares of VTI and VYM. … [Read More...]
Rutherford Portfolio Review (Tranche 4): 5 January 2024
The first week of trading in 2024 was bearish with the SPX (S&P 500 Index) pulling back 2% from 2023 End-Of-Year highs: We are now sitting at the lower boundary of the 1 Standard Deviation bullish channel that started in October of 2023 and … [Read more]
Bullish Percent Indicator Data: 5 January 2024
The following two data tables provide or inform us as to the weakness in U.S. Equities. While there are still plenty of overbought indexes and sectors, the direction this past week was down. Check the center footer to see what portfolios are coming … [Read more]
Millikan Sector Portfolio Review: 5 January 2023
Millikan is the portfolio up for review this morning. As weeks and months pass more and more historical data is added to mounting evidence as to the viability of the Sector BPI investing model. This review adds another piece to the puzzle. Do to a … [Read more]
Carson Sector BPI Portfolio Review: 4 January 2024
Yellowstone National Park January is off to a slow start when it pertains to U.S. Equities. As a result numerous sector ETFs have been sold out of a number of ITA portfolios. This leaves considerable cash lying around requiring some action. This … [Read more]
Gauss Sector BPI Portfolio Update: 3 January 2024
Jeffrey Pine atop Sentinel Dome in Yosemite National Park - circa 1972 from scanned slide. This tree died in the late 1970s. While it is early to update the Gauss, I received numerous notices today that shares of several sector ETFs hit their TSLO … [Read more]
Franklin Portfolio Review: 3 January 2024
Despite the small size, the Franklin portfolio receives the same attention as the larger portfolios. The same methods are used to manage this Sector BPI portfolio as with all other sector BPI portfolios. Readers interested in the Sector BPI model … [Read more]
Huygens Sector BPI Portfolio Review: 2 January 2024
Huygens is the first portfolio I am reviewing this year. Therefore, pay little or no attention to the January Risk Ratio data as January data is the same as that for December. I will update this portfolio sometime later in January in order to … [Read more]
Happy New Year 2024
Happy New Year … [Read more]
- « Previous Page
- 1
- …
- 91
- 92
- 93
- 94
- 95
- …
- 179
- Next Page »