Gauss is one of the more recent portfolios to be moved from the Relative Momentum model (expanded version of the Dual Momentum model) over to the Sector BPI Plus model. This conversion occurred a little less than one year ago. I just checked to see how well this Investment Quiver performed vs SPY. Over the […]
McClintock Sector BPI Portfolio Review: 27 October 2023
The McClintock is one of the latest portfolios to be move over to the Sector BPI investing model. This review shows readers how one might transition a portfolio from one investing model to another. The first order of business is to select the investment quiver. The first screenshot lays out the Sector BPI quiver.
Carson Sector BPI Portfolio Review: 28 October 2023
Boats on the Willamette River As a follow up to the Bullish Percent Indicator (BPI) data presented earlier this morning, this review of the Carson (named after Rachel) lays out the logic an investor will use to manage a Sector BPI portfolio. The Carson is the oldest Sector BPI Plus portfolio and therefore provides […]
Bohr Sector BPI Portfolio Review: 30 October 2023
The Bohr portfolio is new to the Sector BPI investing model. Positioning the different sectors that are oversold is primarily what is happening in this review or update. There is a significant percentage in cash and that will be allocated to sectors that are under populated and are oversold based on Bullish Percent Indicator data. […]
Franklin Sector BPI Portfolio Update: 30 October 2023
After the market opened this morning I proceeded to reallocate and/or rebalance the Carson, Bohr, and now the Franklin portfolios. Not all limit orders were struck, but all three portfolios are set to finish out 2023 without too much further trading. Follow along as I review the Franklin, one of the newer Sector BPI portfolios.
Huygens Sector BPI Portfolio Review: 2 November 2023
Huygens is another ITA portfolio in a state of flux as I’m transitioning over to the Sector BPI investing model. One more CEF is up for sale and that security is KYN. SPE was sold out of the portfolio this morning.
Einstein Sector BPI Portfolio Review: 3 November 2023
If you missed my Comment attached to the most recent BPI post, reference it now as there are a few BPI data changes due to the positive market movement over the past few days. This review of the Einstein will reflect these changes. The current portfolio is well position for market activity over the next […]
Bethe Sector BPI Portfolio Review: 6 November 2023
After spending the past few weeks repositioning several portfolios, Bethe being one, security transactions should decrease over the next few months. A strong stock market last week pushed several sectors out of the oversold zone leaving only Staples and Materials as the remaining Buy options. The Sector BPI Plus portfolios I’m tracking hold the recommended […]
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