It is somewhat unusual to find eight (8) of the eleven (11) sectors populating a Sector Bullish Percent Indicator (BPI) portfolio. Such is the case with the McClintock this morning. While the overall market is hovering at or near all-time highs, there is weakness within the general market and that is showing up within a number of sectors. This is why 8 of the 11 sectors dropped into the … [Read More...]
Millikan Sector BPI Portfolio Review: 23 February 2023
Millikan is one of the older portfolios using the Sector BPI investing model. Nevertheless, we are still in the hypothesis stage with this model as we need to traverse several Buy/Sell cycles to gain a better understanding as to how this model works … [Read more]
Copernicus Portfolio Review: 23 February 2024
Today we return to the review of one of my two favorite portfolios. The other is the Schrodinger. Why do I look with favor upon the Copernicus? It is simple to manage and it is an excellent portfolio for those 10 or more years away from … [Read more]
Secure Act 2.0 IRA Charitable Annuity
Secure Act 2.0 IRA Charitable Annuity is a relative new addition to the basic IRA program. I'm providing several links for interested readers in this one-time charitable contribution of $53,000. The idea is the following. An individual is … [Read more]
McClintock Sector BPI Portfolio Review: 20 February 2024
McClintock is the portfolio up for review this morning. Last week the utilities sector briefly dipped into the oversold zone and the McClintock was one portfolio fortunate to pick up sufficient shares of VPU to meet the 9.5% recommendation. The … [Read more]
Rutherford Portfolio Review (Tranche 2): 16 February 2024
US Equities were basically flat on the week with the SPX closing down slightly although still near the center of the bullish trend channel: and with the performance of the broader based VTI Fund coming in around the middle of the pack for all major … [Read more]
Bullish Percent Indicators: 16 February 2024
Bullish Percent Indicators are a different way of examining the behavior of the securities market. Keep in mind that the two tables shown below concentrate on U.S. Equities. The top table looks at seven broad indexes and there are plenty of … [Read more]
Einstein Sector BPI Portfolio Review: 16 February 2024
Risk Drives Return - Charles Ellis In several cases the owner of a portfolio requires cash be available within a six months period. The Einstein is one such account so this portfolio will not be fully invested. Should all eleven sectors ever be … [Read more]
Huygens Sector BPI Portfolio Review: 15 February 2024
Change is the investor's only certainty. - T. Rowe Price, Jr. Huygens is the Sector BPI portfolio up for review today. In this review I've included what I call the Portfolio Sector Report. Readers will find it is the fifth screenshot. The reason … [Read more]
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