It was a relatively quiet week in US markets as many investors celebrated Thanksgiving: The SPX is still sitting below the resistance zone at ~4600 that we really need to see broken before the recent uptrend channel can be considered sustainable. Most
Sector BPI Portfolio Report: 27 November 2023
For some reason I keep thinking the Sector BPI model is close to two years old. In fact, the Carson Sector BPI model was launched a little over a year ago. A number of ITA portfolios held shares in Real Estate (VNQ) nearly from the very first
Schrodinger Portfolio Review: 1 December 2023
Are you looking for a portfolio that requires no decisions? If so, the Schrodinger is for you. This portfolio was initially set up to answer the question – “Who Will Manage the Family Portfolio When I Die? The following analysis of this Robo Advisor portfolio answers
Rutherford Portfolio Review (Tranche 3): 1 December 2023
Action in US equity markets was pretty muted this week with consolidation just below resistance (and prior pivot high) at ~4600: It will be interesting to see whether Santa can pull us above this resistance zone and towards the all-time
Darwin Portfolio Review: 1 December 2023
The Darwin Portfolio is a portfolio that I try not to adjust too often and it has been 3 months since I last posted a review of this portfolio so it’s time to take a look at how it has been performing in that
Kahneman-Tversky Portfolio Review: 1 December, 2023
The Kahneman-Tversky (K-T) Portfolio is another simple portfolio that requires very little attention and few adjustments. No adjustments have been made in the past 3 months since the last review on this site. Performance to date looks like this: where we
Hawking Portfolio Review: 1 December 2023
The Hawking Portfolio is another portfolio that I haven’t reviewed for some time (4 months) – so it’s about time for an update. The Hawking is essentially a Buy-And-Hold portfolio built from Closed-End-Funds (CEFs) that doesn’t require much attention other than to re-invest
Rutherford Portfolio Review (Tranche 4): 8 December 2023
It was the second straight week of trading in a narrow (~50 point) range and below the important 4600 level in the S&P 500 US Equity index (SPX) although the index did move slightly through the prior pivot high
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