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Gauss Portfolio Review: 16 November 2023

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Gauss is a relatively newcomer to the Sector BPI investing model.  It is also one of the portfolios I worked on during the last few weeks of October to purchase the recommended percentage of shares when several sectors were in the oversold zone.  That opportunity is now history as there are no longer any sectors […]

Kepler Sector BPI Portfolio Update: 13 November 2023

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During the last two weeks in October I spent a significant amount of time repositioning and rebuilding portfolios into the Sector BPI investing model.  Kepler is one such example and I’m not quite there as Materials (VAW) is only half filled based on the recommendation visible in the first screenshot below.  Instead of picking up […]

Bullish Percent Indicators: 10 November 2023

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Based on Bullish Percent Indicator data the broad U.S. Equities market improved slightly this week.  All the broad indexes increased slightly with exception of the Dow Jones Transportation Average (DJTA) which remained even.  In general, the sectors followed last weeks move so no changes there. U.S. Government shutdown, wars, and the prospect of another interest […]

Einstein Sector BPI Portfolio Review: 8 November 2023

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Einstein is one of several portfolios recently converted or moved to the Sector BPI Plus investing model.  This is an early review of the Einstein as I’m updating portfolios before the 33-Day rotation schedule as I want to be sure the oversold sectors are fully populated and Trailing Stop Loss Orders (TSLOs) are set for […]

Improving the Sector BPI Investing Model

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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

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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 […]

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