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You are here: Home / Archives for Portfolio Management

Gauss Sector BPI Portfolio Review: 25 October 2024

October 25, 2024 By Lowell Herr Leave a Comment

Gauss is one of five portfolios currently using the Sector BPI investing model.  The other four are:  Carson, Franklin, McClintock, and Millikan.  To see how these portfolios are performing, check out this blog post.  These five portfolios were launched at

Filed Under: Gauss Portfolio, Sector BPI Tagged With: Gauss Portfolio, Sector BPI

Rutherford Portfolio Review (Tranche 2): 25 October 2024

October 27, 2024 By hedgehunter 3 Comments

It was a relatively quiet week in the US Equity markets with the SPX (S&P500 Index) pulling back a little to retest the support/resistance zone at ~5800: We are still in an uptrend but must wait to see whether we

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

Rutherford Portfolio Review (Tranche 3): 1 November 2024

November 2, 2024 By hedgehunter Leave a Comment

It was a disappointing week everywhere in the markets with all the major asset classes showing negative returns: US Equities were in the middle of the list with prices dropping through the 5800 support/resistance zone in the SPX (S&P 500 Index) and closing near the

Filed Under: Portfolio Management, Portfolio Performance

Hawking Portfolio Review: 1 November, 2024

November 3, 2024 By hedgehunter 5 Comments

It has been three months since I last reviewed the Hawking Portfolio and it has continued to churn out over $1,000 per month in dividends/distributions. The portfolio is essentially a Buy-and-Hold portfolio, although some actions might be taken that could

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

Schrodinger Portfolio Review: 4 November 2024

November 4, 2024 By Lowell Herr Leave a Comment

Schrodinger is a portfolio I continually tout for investors not interested in spending time on their investment portfolio.  Schwab does it all using computer algorithms.  Answer a few questions, invest your money and Schwab will set up an Intelligent Portfolio based on your answers.  With the Schrodinger I’ve

Filed Under: Schrodinger Portfolio, Asset Allocation, Passive vs. Active, Portfolio Management Tagged With: Passive Portfolio, Schrodinger Portfolio

Copernicus Portfolio Review: 8 November 2024

November 8, 2024 By Lowell Herr Leave a Comment

Copernicus is one of my favorite portfolios for young investors or someone who has a 15-year or longer investment horizon.  The philosophy behind the Copernicus is to invest in U.S. Equities and never sell unless there is an emergency.  Since the portfolio invests only

Filed Under: Copernicus Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management, Portfolio Performance Tagged With: Copernicus Portfolio, Passive Portfolio

Rutherford Portfolio Review (Tranche 4): 8 November 2024

November 9, 2024 By hedgehunter 3 Comments

As investors we have to ignore the polititians and focus on the impact of policy on the markets. Obviously, Trump’s victory is seen positively by the majority of investors as being good for the markets – at least for now. Last week I suggested that if

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

Rutherford Portfolio Review (Tranche 3): 29 November 2024

December 1, 2024 By hedgehunter Leave a Comment

It was a holiday-shortened week in the US equity markets but stocks followed the seasonal bullish trend often seen over the days going into Thanksgiving: The SPX (S&P 500 Index) was up ~1.4% from last week’s close and is sitting at 6032 and re-testing

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

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