Welcome to February. We are two days away from the mid-point of winter in the northern hemisphere. What better way to open the month than to review the Carson portfolio. Depending on your holdings in a Sector BPI portfolio, there may be a few recommendations or changes in the portfolios. Not so with the Carson […]
Franklin Portfolio Review: 2 February 2023
Welcome to Ground Hog Day. Franklin is the portfolio scheduled for review and if you recall, the Franklin was a lagging Dual Momentum portfolio that I switched over to the Sector BPI model. Time will tell as to whether this was a wise move. Since no moves are recommended, this review is short and sweet.
Rutherford Portfolio Review (Tranche 4): 3 February 2023
US Equities had another strong week with the S&P 500 Index up close to 2% on the week and ~7.7% in the month from the closing price on 31 December 2022: We have now taken out the prior December high at 4100 and closed above this level – so we could tentatively call a valid […]
Bullish Percent Indicators: 3 February 2023
Based on Bullish Percent Indicator (BPI) data, this past week was a good week for U.S. Equities. The first table shows the broad strength when examining several indexes. The second table is the one we use to guide us in how we manage the Sector BPI portfolios.
Carson Portfolio Review: 6 February 2023
As the original Sector BPI portfolio the Carson is scheduled for review this morning. As mentioned in an earlier post or comment, I have concerns when a portfolio is in the position of holding few securities while the potential for a bull market run lies ahead. Should a bull market ensue there are only two […]
Kahneman-Tversky Portfolio Review: 3 February 2023
The Kahneman-Tversky Portfolio is a simple Dual Momentum Portfolio that needs little management/adjustment. It is split into two portions – one that is relatively slow in reacting to changes in market conditions – the Kahneman portion – and one that reacts a little more quickly (but may be more subject to whipsaw trades) – the […]
Franklin Portfolio Review: 8 February 2023
Franklin is the Sector BPI portfolio up for review this morning and few changes, if any, are recommended as there are no sectors in the buy or over-sold zone. As you recall from the most recent BPI data, several sectors are in the over-bought zone, of which none are current Franklin holdings. The primary decision […]
Huygens Portfolio Review: 9 February 2023
As one of three income oriented portfolios, the Huygens turned in an excellent January with a gain in excess of 11.0%. I don’t anticipate this increase will continue. This review or update will show a few necessary changes as two Closed-End-Funds (CEFs) are not meeting the yield requirement. Huygens Investment Quiver Since the last review […]
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