US equities showed continued weakness as prices pulled back from the highs of 2 weeks ago: This weakness was reflected in other markets: with only US Real Estate showing gains on the week Holdings in the Rutherford Portfolio look like this: with Tranche 3 (the focus of this week’s review) holding positions in VTI, VWO, […]
Schrodinger Portfolio Review: 11 August 2023
Since the Schrodinger is computer managed and therefore on “automatic pilot” as far as the owner is concerned, updating this portfolio can occur at anytime. Now that we are close to the middle of August, I want to bring all portfolios last updated in July into August updates so I can compare performance values between […]
McClintock Growth Equity Portfolio Review: 14 August 2023
With available cash close to zero and no major changes in the equities market, this review of the McClintock will be short and simple. As readers can see from the first screenshot below, the McClintock is designed to closely mirror the S&P 500.
Einstein Portfolio Review: 15 August 2023
Here we are in the middle of August and summer is “shouting” at Portland residents. It is unusual to experience multiple days of 100+ temperatures, but that is where we are this week. Einstein is the portfolio up for review and few changes are expected. No equities are recommended for purchase as you will see […]
Bohr Portfolio Review: 16 August 2023
Bohr is a portfolio in transition as I am shifting toward the Sector BPI Plus investing model. It will take time as the Closed-End-Funds are set to sell using limit orders and it might be weeks before they reach the limit price. Should any of the market sectors dip into the oversold zone, I will […]
Gauss Sector BPI Plus Portfolio Review: 17 August 2023
Gauss is the portfolio up for review this morning. We are approximately eight (8) months into the Sector BPI investing model with the Gauss and thus far the sector approach is working as laid out in the hypothesis last winter. We still need a business cycle or two before we can draw any significant conclusions. […]
Rutherford Portfolio Review (Tranche 4): 18 August 2023
It was another week of poor performance in US equity markets, with a little relief coming later in the day on Friday: however, we have now crossed below the centre line of the bullish channel, testing the 61.8% Fibonnacci retracement line that could provide support, but may be preparing to test the lower boundary of […]
Carson Sector BPI Portfolio Review: 22 August 2023
Carson is the Sector BPI portfolio up for review this morning. In addition to updating the Carson, readers interested in knowing how to manage a Sector BPI Plus portfolio will find instructions in this blog post. Since no sectors are in the Buy or oversold zone and we have Trailing Stop Loss Orders (TSLOs) in […]
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