Millikan is another modest size Sector BPI portfolio. We are still working with two oversold sectors, identified later in this blog post. No changes are planned as the Millikan is fully populated.
Bullish Percent Indicators: 10 November 2023
Based on Bullish Percent Indicator data the broad U.S. Equities market improved slightly this week. All the broad indexes increased slightly with exception of the Dow Jones Transportation Average (DJTA) which remained even. In general, the sectors followed last weeks move so no changes there. U.S. Government shutdown, wars, and the prospect of another interest […]
Rutherford Portfolio Review (Tranche 4): 10 November 2023
US equity markets started the week quietly but showed more volatility towards the end of the week closing up modestly from last week’s close: Although we closed slightly above resistance (and the prior high) at ~4400 we are still within the 2SD boundary of the downtrend channel – so I am not ready to call […]
Kepler Sector BPI Portfolio Update: 13 November 2023
During the last two weeks in October I spent a significant amount of time repositioning and rebuilding portfolios into the Sector BPI investing model. Kepler is one such example and I’m not quite there as Materials (VAW) is only half filled based on the recommendation visible in the first screenshot below. Instead of picking up […]
Copernicus Portfolio Update: 14 November 2023
From one of the poorest portfolio performers (Kepler) we now shift to one of the best performers. In addition, no particular skills are needed to manage the Copernicus, the portfolio up for review today. Copernicus is the portfolio I highly recommend for those working full-time and have only a few minutes per month to pay […]
Gauss Portfolio Review: 16 November 2023
Gauss is a relatively newcomer to the Sector BPI investing model. It is also one of the portfolios I worked on during the last few weeks of October to purchase the recommended percentage of shares when several sectors were in the oversold zone. That opportunity is now history as there are no longer any sectors […]
Franklin Sector BPI Portfolio Review: 17 November 2023
As we review the Franklin, Technology remains the only overbought sector. With a rather flat market this morning it seems unlikely we will see any other sectors rise to the overbought level when the BPI spreadsheet is updated tomorrow. This is a period when we wait on the market for the next upward push.
Tweaking Sector BPI Plus Investing Model: Part II
Sufficient additions or modifications have occurred since launching the original Sector BPI investment model that it now makes sense to summarize how one manages these portfolios. Here is the step by step process I go through when I review or update a Sector BPI Plus portfolio. Update the BPI spreadsheet to see if there are […]
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