Bullish Percent Indicator data has not generated any purchase signals since late last December. Data this week is different as we have one definite purchase and a second that is so close I’m calling it a Buy. I’ve been eager for this day as it is the beginning of the critical Buy – Sell cycle […]
Franklin Portfolio Review: 8 February 2023
Franklin is the Sector BPI portfolio up for review this morning and few changes, if any, are recommended as there are no sectors in the buy or over-sold zone. As you recall from the most recent BPI data, several sectors are in the over-bought zone, of which none are current Franklin holdings. The primary decision […]
Carson Portfolio Review: 6 February 2023
As the original Sector BPI portfolio the Carson is scheduled for review this morning. As mentioned in an earlier post or comment, I have concerns when a portfolio is in the position of holding few securities while the potential for a bull market run lies ahead. Should a bull market ensue there are only two […]
Bullish Percent Indicators: 3 February 2023
Based on Bullish Percent Indicator (BPI) data, this past week was a good week for U.S. Equities. The first table shows the broad strength when examining several indexes. The second table is the one we use to guide us in how we manage the Sector BPI portfolios.
Franklin Portfolio Review: 2 February 2023
Welcome to Ground Hog Day. Franklin is the portfolio scheduled for review and if you recall, the Franklin was a lagging Dual Momentum portfolio that I switched over to the Sector BPI model. Time will tell as to whether this was a wise move. Since no moves are recommended, this review is short and sweet.
Carson Portfolio Review: 1 February 2023
Welcome to February. We are two days away from the mid-point of winter in the northern hemisphere. What better way to open the month than to review the Carson portfolio. Depending on your holdings in a Sector BPI portfolio, there may be a few recommendations or changes in the portfolios. Not so with the Carson […]
Gauss Portfolio Review: 31 January 2023
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.
Franklin Portfolio Review: 26 January 2023
Franklin is one of the newer Sector BPI portfolios having moved from the Dual Momentum™ model over to the Sector BPI model as I was not pleased with the DM performance.
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