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You are here: Home / Archives for Portfolio Management

Analyzing Sector Investing Model Sector By Sector: 13 December 2023

December 14, 2023 By Lowell Herr

How well is the Sector BPI investing model performing is a cogent question?  Carson is the oldest portfolio using this investing model and it is less than two years old.  Other portfolios were gradually switched to this model as the data began to support a move

Filed Under: Sector BPI Tagged With: Sector BPI

Rutherford Portfolio Review (Tranche 1): 15 December 2023

December 16, 2023 By hedgehunter

Well, Santa sure pulled us through that strong resistance zone at ~4600 in the SPX (S&P 500 Index) and US equities closed the week up ~2.8% from last week’s close after 2 weeks of sideways consolidation:

Filed Under: Portfolio Management, Portfolio Performance Tagged With: Portfolio Management, Portfolio Performance, Rutherford Portfolio

Intelligent Portfolio: Schrodinger Portfolio Update: 20 December 2023

December 20, 2023 By Lowell Herr

Schwab’s Intelligent Portfolio, the Schrodinger, is up for review today.  This portfolio was launched a number of years ago to answer the question, “Who Will Manage the Family Portfolio When I Die?”  Of the three portfolio investment strategies tracked here at ITA Wealth

Filed Under: Schrodinger Portfolio, Passive vs. Active Tagged With: Passive Portfolio, Schrodinger Portfolio, Sector BPI

Rutherford Portfolio Review (Tranche 2): 22 December 2023

December 24, 2023 By hedgehunter

It was a bit of a rocky week for US equities with a scary drop in prices on Wednesday and poor liquidity as investors/traders focussed on the holidays. However the SPX (S&P 500 Index) still managed to close up close to 1% from last

Filed Under: Portfolio Management, Portfolio Performance Tagged With: Portfolio Management, Portfolio Performance, Rutherford Portfolio

Bullish Percent Indicators: 29 December 2023

December 30, 2023 By Lowell Herr

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, although it is primarily driven by large-cap

Filed Under: Bullish Percent Indicators, Portfolio Management, Sector BPI, Technical Indicators Tagged With: Bullish Percent Indicators, Portfolio Management

Rutherford Portfolio Review (Tranche 3): 29 December 2023

December 30, 2023 By hedgehunter

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 level and

Filed Under: Portfolio Management, Portfolio Performance Tagged With: Portfolio Management, Portfolio Performance, Rutherford Portfolio

Darwin Portfolio Review: 29 December 2023

December 31, 2023 By hedgehunter

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

Filed Under: Darwin Portfolio, Portfolio Management, Portfolio Performance Tagged With: Darwin Portfolio, Portfolio Management, Portfolio Performance

Carson Sector BPI Portfolio Review: 4 January 2024

January 4, 2024 By Lowell Herr

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 is also true for the Carson, the portfolio

Filed Under: Carson Portfolio, Portfolio Construction, Sector BPI Tagged With: Carson Portfolio, Sector BPI

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