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You are here: Home / Archives for Portfolio Management

Copernicus Portfolio Review: 2 February 2024

February 2, 2024 By Lowell Herr Leave a Comment

Early in the month is an excellent time to review portfolios such as the Copernicus and Schrodinger as both are “no-brain” portfolios in that neither require any significant decisions.  One does not need a degree in Finance from the University of Chicago to manage these portfolios.  While the Schrodinger

Filed Under: Copernicus Portfolio, Passive vs. Active Tagged With: Copernicus Portfolio

Rutherford Portfolio Review (Tranche 1): 9 February 2024

February 10, 2024 By hedgehunter Leave a Comment

US Equities continued their steady climb this week hitting new all-time highs at the close on Friday: Since we are at all-time highs, with no obvious indications of the next resistance level, the best I can do is look at the 100% Fibonacci extension from the November

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

Bullish Percent Indicators: 16 February 2024

February 17, 2024 By Lowell Herr 5 Comments

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 overlapping stocks between the

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

Rutherford Portfolio Review (Tranche 2): 16 February 2024

February 18, 2024 By hedgehunter Leave a Comment

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 asset classes:

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

Bullish Percent Indicators: 23 February 2024

February 24, 2024 By Lowell Herr Leave a Comment

Despite a strong day or two this week, Bullish Percent Indicators paint a slightly weak outcome for U.S. Equities.  This is the case for both the broad indexes as well as the individual market sectors. The call for a Buy in Utilities a week ago is paying off

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

Rutherford Portfolio Review (Tranche 3): 23 February 2024

February 25, 2024 By hedgehunter Leave a Comment

It was another positive week for US equities with the S&P 500 Index hitting new highs after a shaky start to the week. At the end of the week US equities closed ~1.4% higher than last week’s close: Relative to other major asset classes US Equities came

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

Bullish Percent Indicators: 1 March 2024

March 2, 2024 By Lowell Herr Leave a Comment

Based on BPI data for this week, it was a positive five days for U.S. Equities.  There were two exceptions among the eleven sectors, but overall it was a good week for stocks. Index BPI All indexes are bullish with exception of the DJIA and that is

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

Rutherford Portfolio Review (Tranche 4): 1 March 2024

March 3, 2024 By hedgehunter Leave a Comment

US Equities continued their bullish climb over the past week and are still heading towards the 5200 level where we might expect to see a little resistance: In terms of relative strength VTI (representing US Equities) came in roughly the middle of the pack being outshone

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

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