Millikan is the Sector BPI portfolio up for review this morning and the strong equities market is providing a boost to this portfolio. As a relatively new investing model the Sector BPI approach is still operating under the microscope. Consider this model is still operating in the hypothesis stage of development. Thus far the results […]
Bohr Portfolio Review: 21 July 2023
Bohr is the scheduled portfolio up for review this morning, and like the Bethe, it is in a state of flux as I’m shifting toward a growth oriented portfolio. The goal is to move the return performance closer to that achieved by the Copernicus and Schrodinger portfolios.
Rutherford Portfolio Review (Tranche 4): 21 July 2023
It was a relatively quiet week in the US equity markets with little change from where we were last week and still sitting at resistance near the upper 1 SD boundary of the uptrend channel US equities was not the only major asset class with little action: Commodities, at the top, and Emerging Market equities, […]
Franklin Portfolio Review: 21 July 2023
Normally I hold off reviewing portfolios until we are an hour or so into a business or trading day. Instead I selected the Franklin as a good example to follow up on the Bullish Percent Indicator data published earlier this morning. When I last checked, the Franklin was the poorest performing Sector BPI portfolio and […]
Copernicus Portfolio Review: 27 July 2023
As bees are drawn to honey, there is little not to attract investors to the Copernicus portfolio. It is easy to manage and performance is outstanding. The one reservation I have is that there is no downside protection as this is a buy and hold portfolio. As an owner of this type of portfolio one […]
Bullish Percent Indicators: 28 July 2023
The Bullish Percent Indicators (BPI) tell us this past week was rest time. Overall, both the broad markets and individual sectors were flat to slight improvement in smaller stocks. There is one new Sell signal and that is Materials. If you are holding either VAW or IYM in your Sector BPI Plus portfolio, place a […]
Rutherford Portfolio Review (Tranche 1): 28 July 2023
A quiet week in US equities with the only excitent comming on Thursday with the Fed announcements – but then we settled back down and finished the week very close to last weel’s close and still at the top of the 1 SD bounary of the bullish trend channel: Note how, over the past ~2 […]
Franklin Portfolio Review: 31 July 2023
The original Dual Momentum™ Franklin portfolio was converted over to the Sector BPI Plus model several months ago. Since the conversion the return/risk ratio improved. Whether this is due to the new investing model or the upward trend of the market will be determined over the next few months. Using the slope of the Jensen […]
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