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You are here: Home / Archives for Gauss Portfolio

Gauss Sector BPI Portfolio Review: 3 August 2023

August 3, 2023 By Lowell Herr

Updating the Bullish Percent Indicator (BPI) spreadsheet this morning no changes were observed.  There certainly are no Buy recommendations and all the overbought sectors have Trailing Stop Loss Orders (TSLOs) already in place.  Gauss has cash available and I set a number of limit orders as readers will see as this review proceeds. Gauss is […]

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Gauss Sector BPI Portfolio Review: 14 July 2023

July 14, 2023 By Lowell Herr

Gauss is the Sector BPI Plus portfolio up for review this morning.  A month or so ago I added a “tweak” to the original Sector BPI model in an effort to patch up what was a likely problem when a sector was sold and then returned to the overbought zone.  The patch added several equity […]

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Gauss Sector BPI Plus Portfolio Review: 20 June 2023

June 20, 2023 By Lowell Herr

Gauss is another Sector BPI Plus portfolio (one of four) so the analysis of this account follows the same logic laid out in the Carson blog posted yesterday.  As you will recall, two sectors are overbought and they are:  Technology and Industrial.  I don’t recall holding any shares in Technology (VGT) since launching this sector […]

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Gauss Sector BPI Portfolio Update: 10 June 2023

June 10, 2023 By Lowell Herr

As mentioned in the Bullish Percent Indicator data update this morning, I discussed the possibility of “tweaking” one or more of the Sector BPI Plus portfolios.  This blog post walks readers through such a “tweak.”  While the change is minor, limiting the percentage that is to be invested in any one sector will open up […]

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Gauss Sector BPI Portfolio Review: 31 May 2023

May 31, 2023 By Lowell Herr

Gauss is one of four Sector BPI portfolios currently managed here at ITA.  Gauss is one of the last accounts to be shifted over to the BPI management model and thus far it is just holding its own with respect to the S&P 500 (SPY).  As mentioned in prior Sector BPI portfolio reviews, I’ve tweaked […]

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Gauss Sector BPI Portfolio Review: 25 May 2023

May 26, 2023 By Lowell Herr

Gauss portfolio, one of four Sector BPI accounts, is up for review this morning.  The primary reason for this update is due to the Real Estate sector moving into the Buy zone.  Based on yesterday’s data, Real Estate dipped further into the Buy zone as only 26% of the stocks are bullish. How many shares […]

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Gauss Sector BPI Portfolio Review: 17 May 2023

May 17, 2023 By Lowell Herr

Gauss is the Sector BPI portfolio I am moving forward for a review in preparation should the U.S. default on its debt.  While there is progress, a clean debt limit increase seems unlikely. In this review of the Gauss I’ll explain a few minor changes or refinements I’m making to the management style.

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Gauss Sector BPI Portfolio Review: 8 May 2023

May 8, 2023 By Lowell Herr

Before delving into the Gauss review I need to inform readers that downloading data into the Kipling is incomplete.  ETF descriptions are missing as is dividend yield percentages.  If your Kipling SS is not filling in all the data, you are not along.  I’m not sure when this problem began last Friday.  I assumed Yahoo […]

Filed Under: Gauss Portfolio, Sector BPI Tagged With: Gauss Portfolio, Sector BPI

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