“Fund expenses have a direct impact on investment returns.” Carson, the oldest Sector BPI portfolio, is the account up for review today. With U.S. Equities pushing the upper limits no sectors are positioned in the oversold zone. In these market conditions investments focus of using available cash to populate VTI and VOO. As you may […]
Gauss Sector BPI Portfolio Review: 22 March 2024
“Knowing your tolerance for risk is critical to investment success.” – Richard A. Ferri Gauss is the Sector BPI portfolio up for review this morning. Readers who have been following this investment model are reminded we are currently in a “quiet” period when there is little buy or sell action. Most of the Sector BPI […]
Millikan Sector BPI Portfolio: 25 March 2024
Millikan is the Sector BPI portfolio up for review this morning. Earlier I checked the sector BPI percentages to see if either Staples or Utilities moving into either the oversold or overbought zone. No moves requiring any decisions showed up this morning. Of the three basic investing models I’m using with the ITA portfolios, the […]
Kepler Sector BPI Portfolio Review: 26 March 2024
Kepler is another Sector BPI portfolio once managed using a Relative Momentum model. When the performance lagged I finally made the switch to the Sector BPI model. To see how this move is working out be sure to check on the very last screenshot of this blog post. If you signed up as a Guest, […]
Bullish Percent Indicators: 29 March 2024
Just as one sunny day does not constitute a summer, nor does one strong market day speak well for an entire week. Not all indexes and sectors of the market moved up this week as one might have anticipated. Two of the seven indexes reverted to the bearish side of the equation as did two […]
McClintock Sector BPI Portfolio Review: 2 April 2024
After spending the last few days developing and setting up the Pauling II Asset Allocation portfolio (not finished) it is time to get back to reviewing one of the many Sector BPI portfolios. McClintock is the portfolio scheduled for review this morning. Based on Bullish Percent Indicator (BPI) data from last week, no buy or […]
Franklin Sector BPI Portfolio Review: 5 April 2024
Franklin is the Sector BPI portfolio up for review today even though no sectors are in the oversold zone and we sold off all overbought sectors. The current holdings of Staples and Utilities are residing in the neutral zone. Over $2,200 remains in cash so we need to decide what to do with that money. […]
Einstein Sector BPI Portfolio Review: 9 April 2024
Einstein is the Sector BPI portfolio up for review this morning. When updating a portfolio I check on the earnings for SHV as that value or percentage impacts the Jensen Performance Index. The yield is up from 4.81% to 4.95% which places downward pressure on the Jensen. The owner of the Einstein will need to […]
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