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You are here: Home / Archives for Gauss Portfolio

Gauss Portfolio Update: 15 April 2023

April 15, 2023 By Lowell Herr

This particular blog post is another example of how to address a potential weakness in the Sector BPI investing model.  The Gauss portfolio is one of four Sector BPI portfolios so it is an appropriate candidate for this change. Gauss Investment Quiver The following investment quiver is an expansion of the Sector BPI model and […]

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

Gauss Sector BPI Update: 31 March 2023

March 31, 2023 By Lowell Herr

Updating the sector BPI data this morning revealed that only Real Estate remains in the over-sold zone.  Sectors that were over-sold last weekend have since moved above the 30% bullish line.  With little cash remaining in the Gauss coffer I squeezed in a few more shares of VNQ this morning after the market opened.

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

Gauss Portfolio Update: 19 March 2023

March 20, 2023 By Lowell Herr

Most investors prefer to keep things simple, particularly if they are still working.  If the investing model requires a little thought individuals are likely to avoid using it.  While I don’t know how many readers are using the different models tracked here at ITA, I suspect most are applying the Schrodinger, Copernicus or one of […]

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

Gauss Portfolio Review: 10 March 2023

March 11, 2023 By Lowell Herr

As pointed out in the Bullish Percent Indicator blog post earlier this morning, five of the eleven sectors are over-sold.  I’ve selected the Gauss to show how I plan to implement this information after the market opens Monday morning.  Next week I plan to check up on the other three Sector BPI portfolios as they […]

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

Gauss Portfolio Review: 4 March 2023

March 4, 2023 By Lowell Herr

Based on the BPI data from this past week, nothing is required of the Gauss Portfolio.  As you see in the first slide below, Utilities (VPU) calls for a 15% position and the current position percentage is 14.9%.  Utilities is the single sector in the over-sold zone.

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

Gauss Portfolio Review: 28 February 2023

February 28, 2023 By Lowell Herr

Gauss needs a little work this morning as the Utilities sector is not fully populated.  Energy (VPU) is within a whisker of being over-sold so I have limit orders in place to pick up more shares of this sector.  Nothing else has changed within the Bullish Percent Indicator world.

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

Gauss Portfolio Review: 31 January 2023

January 31, 2023 By Lowell Herr

We end the month of January with a review of the Gauss, one of four Sector BPI portfolios.  While there are currently four BPI sectors of the market positioned in the over-bought zone, the Gauss holds zero shares in any of these sectors.  Technology was sold last week.  The single remaining sector holding is VOX.

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

Gauss Portfolio Update: 23 January 2023

January 23, 2023 By Lowell Herr

Gauss is the portfolio up for review this morning as I missed it last week.  If you go back to last Friday’s BPI blog post you will recall that there were no Buy or Purchase recommendations.  Only Sell recommendations and those are:  Energy, Financial, and Real Estate.  Since the Carson does not hold any of […]

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

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