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After a short trading week we review the 5-tranche Rutherford portfolio and look for possible adjustments in Tranche 1.  But first, let’s remind ourselves of current holdings: Major holdings in Tranche 1 are in VWO, PCY, AGG and BIL (in lieu of Cash)- a fairly defensive selection of assets.  So let’s check on how the […]
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Before entering any Point and Figure (PnF) data for the major indexes, the weekly market information provides advance information of what to expect for the major indexes.  When it comes to what might show up within the individual sectors is not as clear, unless one pays very close attention to market action.  I tend to […]
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At the heart of any portfolio is the makeup of equities (stocks) and bonds.  We look for diversity across the globe which requires exposure to international markets.  In times when equities fail, bonds should be available to come to the rescue and if bonds fail, we move to cash. Within a portfolio we want securities […]
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Trifecta is “a type of bet, especially on horse races, in which the bettor must select the first three finishers in exact order.”  “Exact order” is of little or no concern in this portfolio management example.  Rather, we apply trifecta to three investing styles or place our “bets” on three different horses.  The three investing […]
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Overall, this was a strong week for U.S. Equities.  Evidence comes from both the major indexes and market sectors.  Over half of the indexes are currently in over-bought territory and they are joined by half the sectors. Index BPI:  Inter-week action caused the Dow Jones Industrial Average to end up in the camp of the […]
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No transactions will result from the information below.  This is a quick look at the current conditions of the Einstein as one member is waiting for the full update of the Einstein.  What I show below is the BHS recommendations based on the current holdings, and what I call a “clean” version where one assumes […]
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Below are the Top Tier recommendations for the first week of April.  You can enter and test these ETFs in your Kipling spreadsheet to make sure you wish to add them to your current investment quiver. Top Tier ETF Recommendations:  Beginning with over 200 ETFs, I narrowed the list to these eleven securities.  Those most […]
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Index BPI:  This past week we saw a net gain of two indexes moving from defense to offense.  Large-cap stocks responded to market forces as gains showed up in the S&P 500 and Dow Stocks.  Tech stocks pulled back a little as the NASDAQ flipped back to the defense.  Overall, the market was positive based […]
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The following Schwab Ten screenshot forms a basic portfolio for Schwab clients.  Five equity ETFs are included as well as one REIT and four bond/treasury securities.  With this combination of ETFs only U.S. Equities (SCHB) is recommended with the other four recommendations coming from REITs (SCHH) and bonds/treasuries (SCHP, SPTL, and IAGG).  International and emerging […]
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Last week I concluded the Bullish Percent Indicator action was insufficient to merit a blog.  This week was much the same as there are few changes in the direction of bearish to bullish. Index BPI:  Only the NASDAQ 100 is over-bought (% =>70%) and the broad NASDAQ index moved into bullish territory.  Other than tech […]
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