Gauss is another portfolio last reviewed in January so I am bringing it into the February fold with this update. As readers will see in the security holding worksheet, I’ve added VEA and VWO as potential options. These international equities add diversity to the Gauss Sector BPI portfolio. Neither VEA or VWO are currently recommended […]
Pauling Sector BPI Portfolio Review: 14 February 2024
If you checked either the Forum or a comment under the latest Bullish Percent Indicator post you found the latest move among the sectors that make up the U.S. Equities market. The sector in question is identified in the analysis of the Pauling so follow along as I walk through this February review.
Huygens Sector BPI Portfolio Review: 15 February 2024
Change is the investor’s only certainty. – T. Rowe Price, Jr. Huygens is the Sector BPI portfolio up for review today. In this review I’ve included what I call the Portfolio Sector Report. Readers will find it is the fifth screenshot. The reason for including this information is so those using the Sector BPI model […]
Einstein Sector BPI Portfolio Review: 16 February 2024
Risk Drives Return – Charles Ellis In several cases the owner of a portfolio requires cash be available within a six months period. The Einstein is one such account so this portfolio will not be fully invested. Should all eleven sectors ever be oversold, this would require some adjustments in the percentage invested in each […]
Bullish Percent Indicators: 16 February 2024
Bullish Percent Indicators are a different way of examining the behavior of the securities market. Keep in mind that the two tables shown below concentrate on U.S. Equities. The top table looks at seven broad indexes and there are plenty of overlapping stocks between the indexes. I pay most attention to the NYSE and NASDAQ […]
Rutherford Portfolio Review (Tranche 2): 16 February 2024
US Equities were basically flat on the week with the SPX closing down slightly although still near the center of the bullish trend channel: and with the performance of the broader based VTI Fund coming in around the middle of the pack for all major asset classes: Current holdings in the Rutherford Portfolio look like […]
McClintock Sector BPI Portfolio Review: 20 February 2024
McClintock is the portfolio up for review this morning. Last week the utilities sector briefly dipped into the oversold zone and the McClintock was one portfolio fortunate to pick up sufficient shares of VPU to meet the 9.5% recommendation. The market appears to be taking a pause and as such I’ve been placing TSLOs under […]
Copernicus Portfolio Review: 23 February 2024
Today we return to the review of one of my two favorite portfolios. The other is the Schrodinger. Why do I look with favor upon the Copernicus? It is simple to manage and it is an excellent portfolio for those 10 or more years away from retirement. Young folks will find the Copernicus particularly to […]
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