Gauss is the portfolio up for review this morning. We are approximately eight (8) months into the Sector BPI investing model with the Gauss and thus far the sector approach is working as laid out in the hypothesis last winter. We still need a business cycle or two before we can draw any significant conclusions. […]
Bohr Portfolio Review: 16 August 2023
Bohr is a portfolio in transition as I am shifting toward the Sector BPI Plus investing model. It will take time as the Closed-End-Funds are set to sell using limit orders and it might be weeks before they reach the limit price. Should any of the market sectors dip into the oversold zone, I will […]
Franklin Sector BPI Portfolio Review: 10 August 2023
Before completing the review of the Franklin I checked to see if any sectors reached the oversold zone. Not one sector is in this condition so there are no Buy recommendations. The only remaining sector holding is Communications (VOX) as all other sector holdings managed to hit their Trailing Stop Loss Order (TSLO) strike price. […]
Millikan Sector BPI Portfolio Review: 8 August 2023
Yesterday I updated the Carson portfolio, one of several accounts managed using the Sector BPI Plus investing model. This morning the Millikan, another Sector BPI portfolio, is scheduled for an update. Over the last two reviews the Millikan gained slightly on the SPY benchmark, a positive sign for this particular investing model. Millikan Investment Quiver […]
Carson Sector BPI Portfolio Review: 7 August 2023
Carson is the Sector BPI portfolio up for review this morning and it is due for an update as cash is available for reinvesting. The Carson continues to hold three sector ETFs and two of the three are working on TSLOs. Based on the latest BPI data both Energy (VDE) and Financial (VFH) are overbought. […]
Gauss Sector BPI Portfolio Review: 3 August 2023
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 […]
Franklin Portfolio Review: 31 July 2023
The original Dual Momentum™ Franklin portfolio was converted over to the Sector BPI Plus model several months ago. Since the conversion the return/risk ratio improved. Whether this is due to the new investing model or the upward trend of the market will be determined over the next few months. Using the slope of the Jensen […]
Bullish Percent Indicators: 28 July 2023
The Bullish Percent Indicators (BPI) tell us this past week was rest time. Overall, both the broad markets and individual sectors were flat to slight improvement in smaller stocks. There is one new Sell signal and that is Materials. If you are holding either VAW or IYM in your Sector BPI Plus portfolio, place a […]
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