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Millikan Sector BPI Portfolio Review: 8 March 2024

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I’d compare stock pickers to astrologers, but I don’t want to bad-mouth astrologers. – Professor Eugene F. Fama Millikan is the Sector BPI portfolio scheduled for review this morning.  With a modest percentage in cash and the investment quiver honed to a minimum this portfolio is in an excellent operational position for the coming months.

Bullish Percent Indicators: 8 March 2024

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Innovation is the ability to see change as an opportunity – not a threat. – Anonymous “In the realm of sector investing, Bullish Percent Indicators (BPI) serve as valuable analytical tools. These indicators help investors gauge the overall sentiment and strength of a particular sector within the market. By tracking BPI, investors can make informed […]

Franklin Sector BPI Portfolio Review: 11 March 2024

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Time is Archimedes’ lever in investing – Charles D. Ellis “In this portfolio review, we focus on analyzing the sector bullish percent indicators within the Franklin investment portfolio. As of 11 March 2024, our assessment reveals the performance and trends exhibited by these indicators. It is crucial to note that the sector bullish percent indicators […]

Huygens Sector BPI Portfolio Review: 12 March 2024

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“One quasi strategy that straddles market timing and portfolio tilt is sector rotation.”  – Harold Evensky Huygens is the portfolio scheduled for review this morning.  As the various ITA portfolios are updated, what should you look for?  Instead of glossing over the analysis, take something away from these reviews that you can use to manage […]

Einstein Sector BPI Portfolio Review: 19 March 2024

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“Realistic market expectations are important to investment planning.” – Richard A. Ferri Einstein is the Sector BPI portfolio up for review this morning.  Before moving into the analysis there are a few comments I need to make about this portfolio.  The Einstein carries more cash than is customary as the owner faces educational expenses later […]

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