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McClintock Sector BPI Portfolio Review: 17 December 2024

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We have been waiting for what seemed like months for some action within one of the eleven sectors.  This morning that action arrived as Materials dropped into the oversold zone with a reading of 24.13% bearish.  Oversold is defined when the number of stocks within a sector drops below 30% bullish. As you will see, […]

Pauling Asset Allocation Portfolio Review: 17 December 2024

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Dividends and the possibility of the owner adding new money create the opportunity to rebalance Asset Allocation (AA) portfolios.  The Pauling is getting there as most of the asset classes are within plus or minus one percentage point (1.0%) of the recommended target.  VO and VB are above target, but I don’t plan to sell.  […]

Copernicus Portfolio Review: 19 December 2024

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Keep it simple is the philosophy of the Copernicus portfolio.  Invest only in U.S. Equities such as VOO and VTI and never sell unless there is an emergency.  Keep cash levels low and expenses to a minimum.  One reason for including ESGV as part of the portfolio is to purchase shares if the remaining cash […]

Bohr Asset Allocation Portfolio Review: 20 December 2024

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Sending all readers a Merry Christmas.  This will be a slow week for blog writing as only Kepler and Millikan are scheduled for reviews.  This update of the Bohr portfolio will not show much action other than a limit order was struck to sell shares of VEA.  I plan to rebuild VEA, but only if […]

Kepler Asset Allocation Portfolio: 23 December 2024

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Merry Christmas Kepler is the last portfolio to be reviewed before Christmas.  This data is accurate as of the 23rd.  The owner of this portfolio needed cash during the recent bull market or not the best time to sell assets.  Now the portfolio needs to be replenished over the next few years.  If the volatility […]

Rutherford Portfolio Review: 27 December 2024

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It was a rather uneventful week in the US Equity markets with relatively low volume as a consequence of the holidays. However, the SPX (S&P 500 Index) did manage to close the week ~0.5% higher than last week’s close despite a weak day on Friday: We are still in the middle of the uptrend channel […]

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