Change is the investor’s only certainty. – T. Rowe Price, Jr. Huygens is the Sector BPI portfolio up for review today.  In this review I’ve included what I call the Portfolio Sector Report.  Readers will find it is the fifth screenshot.  The reason for including this information is so those using the Sector BPI model […]

Now that we passed the mid-way point in January I want to update all portfolios that were last reviewed in December.  The Huygens is one such Sector BPI portfolio.  Another reason for paying special attention to the Sector BPI portfolios is that many are carrying excess cash due to TSLOs being struck when the market […]

Even though limited transactions are planned, I am going to walk through a complete analysis of the Huygens as it has been some time since I’ve done so with any of the Sector BPI portfolios.  Huygens is new to the Sector BPI investing model so pay attention to trends vs absolute values.  The Sector BPI […]

Sector BPI portfolios have entered a quite period as all sectors with exception of Technology reside in the “neutral” zone.  Neutral is defined as Bullish Percent Indicators (BPI) lower then 70% bullish and above 30% bullish.  The Huygens portfolio differs only in that it is carrying a high percentage (44%) in cash. Huygens Investment Quiver […]

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.

Huygens is another portfolio in transition to the Sector BPI model.  The plan is to have all these moves well in the process by November 1.  The goal is to simplify the investment quiver as much as possible. Here are a two things I am looking for in a portfolio. Diversity:  ETFs provide this in […]