If you were paying attention to the last screenshot of the Bethe review earlier this morning, you noticed that VTI was a negative contributing factor to portfolio performance while VOO added little to the IRR value. Only ESGV played an important role and that was likely due to the period when it was part of […]
Bethe Sector BPI Portfolio Review: 6 November 2023
After spending the past few weeks repositioning several portfolios, Bethe being one, security transactions should decrease over the next few months. A strong stock market last week pushed several sectors out of the oversold zone leaving only Staples and Materials as the remaining Buy options. The Sector BPI Plus portfolios I’m tracking hold the recommended […]
Einstein Sector BPI Portfolio Review: 3 November 2023
If you missed my Comment attached to the most recent BPI post, reference it now as there are a few BPI data changes due to the positive market movement over the past few days. This review of the Einstein will reflect these changes. The current portfolio is well position for market activity over the next […]
Huygens Sector BPI Portfolio Review: 2 November 2023
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.
Bohr Sector BPI Portfolio Review: 30 October 2023
The Bohr portfolio is new to the Sector BPI investing model. Positioning the different sectors that are oversold is primarily what is happening in this review or update. There is a significant percentage in cash and that will be allocated to sectors that are under populated and are oversold based on Bullish Percent Indicator data. […]
Gauss Sector BPI Portfolio Review: 26 October 2023
Gauss is one of the more recent portfolios to be moved from the Relative Momentum model (expanded version of the Dual Momentum model) over to the Sector BPI Plus model. This conversion occurred a little less than one year ago. I just checked to see how well this Investment Quiver performed vs SPY. Over the […]
Huygens Portfolio Review: 23 October 2023
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 […]
Bullish Percent Indicators: 20 October 2023
This was a poor week for U.S. Equities, but the possibility of a buying opportunity for those managing at least one Sector BPI Plus portfolio. Follow the logic presented below.
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