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You are here: Home / Archives for Portfolio Management

Rutherford Portfolio Review (Tranche 1): 12 January 2024

January 14, 2024 By hedgehunter

This may be the last time that you will see my usual chart of the SPX (S&P 500 Index) since my broker is kicking me off my preferred platform for analysis (ThinkOrSwim) and migrating my account to a new platform (that I haven’t yet been able to assess). In the past week we got a […]

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

Carson Portfolio Review: 15 January 2024

January 15, 2024 By Lowell Herr

Since my recent Seeking Alpha article there has been increased interest in the ITA blog.  This review of the Carson is a tad more detailed than usual so new readers gain a better understanding of the Sector BPI investing model.  In addition, the U.S. stock market is closed today in celebration of Martin Luther King […]

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

Franklin Sector BPI Portfolio Review: 16 January 2024

January 16, 2024 By Lowell Herr

Franklin is the Sector BPI portfolio up for review and included in this blog post is additional Kipling SS information for those new subscribers using this spreadsheet.  The Franklin has been using the Sector BPI model for roughly a year so we are beginning to build useful data, although one year in the stock market […]

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

Gauss Sector BPI Portfolio Review: 17 January 2024

January 17, 2024 By Lowell Herr

Early this morning I checked the current Bullish Percent Indicators (BPI) and no sectors are in the oversold zone.  Therefore, no purchases are scheduled for the Gauss portfolio. For new subscribers, oversold is defined as a situation where 30% or fewer stocks within a sector are bullish.  To learn more about BPI data, go to […]

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

Millikan Sector BPI Portfolio Review: 18 January 2024

January 18, 2024 By Lowell Herr

Millikan is the portfolio up for review this morning.  Since no sectors are positioned in the oversold zone we concentrate on how best to use cash by analyzing the three U.S. Equity ETFs, VTI, VOO, and ESGV.  Some investors might want to broaden the equity options to include developed international equities (VEA) and emerging market […]

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

Bethe Sector BPI Portfolio Review: 19 January 2024

January 20, 2024 By Lowell Herr

Bethe is the Sector BPI portfolio reviewed this morning.  This update was scheduled for posting yesterday, but I lost Internet access due to a severe ice storm.  We have been housebound for over a week, but experienced only four electric energy (EE) brownouts so we are extremely fortunate compared to many Portland citizens. Now to […]

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

Huygens Sector BPI Portfolio Review: 22 January 2024

January 22, 2024 By Lowell Herr

Now that we passed the mid-way point in January I want to update all portfolios that were last reviewed in December.  The Huygens is one such Sector BPI portfolio.  Another reason for paying special attention to the Sector BPI portfolios is that many are carrying excess cash due to TSLOs being struck when the market […]

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

Rutherford Portfolio Review (Tranche 2): 19 January 2024

January 23, 2024 By hedgehunter

My apologies for being late with this post – I’ve moved to a new location and I’ve had a few problems with my new internet connection – but, this is real life and the issues we come across. Hopefully it doesn’t have a significant impact on our investments and we can survive the frustrations. In […]

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

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