As we move towards the mid-term elections it is appropriate that we recognize the historical significance of the "Presidential Cycle": Thus, although most of us are very nervous that we are close to all-time highs in the SPX (S&P 500 Index), US Equities are up ~14% so far this year in a year that has historically been the weakest, averaging only 5%. Add to that the fact that the third year … [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]
Darwin Portfolio Review: 29 December 2023
At the end of 2023 the Darwin Portfolio is showing a profit of 17% (16.4% annualized IRR) since inception in November 2022. This is not as good as the return on the S&P 500 Index (up 18.5% over the same period) but beats the performance of a … [Read more]
Rutherford Portfolio Review (Tranche 3): 29 December 2023
It was a quiet, holiday shortened, week in the markets with the S&P 500 Index drifting slightly higher by ~0.3% toward the all-time highs of 2 years ago of ~4800 in the SPX: However, Santa could not pull us through the strong resistance at this … [Read more]
Bullish Percent Indicators: 29 December 2023
Bullish Percent Indicator (BPI) data is the driving force behind the Sector BPI investing model. In the following blog post the top table gives us a broad view of how the U.S. Equities market is performing. Right now the market is very strong, … [Read more]
Copernicus Portfolio Review: 29 December 2023
To end 2023 portfolio reviews on a strong note I selected the Copernicus as it is the portfolio for the young or those investors several years away from retirement. The thesis of the Copernicus is to invest only in U.S. Equities and never sell … [Read more]
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