I am a little slow posting this review as I analyzed/adjusted it last week. However, it’s a simple and slow moving portfolio so the tardiness is likely not too significant. Prior to the adjustments I was holding VEA (International Equities) in the Kahneman portion of the portfolio and Cash (SHY) in the Tversky portion and […]
Archives for May 2023
Rutherford Portfolio Review (Tranche 3): 12 May 2023
US Equities continue to consolidate at ~4150 (the mid-level of last year’s range): with the SPX closing down slightly from last week’s close. Despite this, on a relative basis, US equities were close to the top of the performance list with no major asset classes showing positive returns on the week. So much for correlations […]
Bullish Percent Indicators: 12 May 2023
ITA members testing the Sector BPI investing model will want to check out this blog post as there are both Buy and Sell signals generated this week. For many of you, this does not come as breaking news as these signals are similar to what they were two weeks ago.
Franklin Sector BPI Portfolio Review: 12 May 2023
Franklin is one of four portfolio currently managed using the Sector BPI Plus model. Yesterday I updated the Bullish Percent Indicator table (to be published tomorrow) and Telecom (VOX) was a Buy recommendation. Energy (VDE) is very close to a Buy. Look for the BPI data tomorrow. Franklin Investment Quiver and Current Holdings Below is […]
Bethe Portfolio Review: 12 May 2023
Bethe is a similar portfolio to the Bohr, only with a slightly better performance record. Both are Growth-Income portfolio with Sector BPI options now available.
Bohr Portfolio Review: 12 May 2023
Before proceeding with the Bohr portfolio review, Lifetime readers need to know we have a replacement for the ITA file. Harry Stevens cleaned up the existing problem. Check the Forum for more information. Lifetime members also received an e-mail from me where I directed you to Hedgehunter’s Dropbox. If you have further questions, contact me […]
Darwin Portfolio Review: 5 May 2023
Adjustments to the Darwin Portfolio are not rigorously scheduled since they are designed to maintain Risk Parity, are usually minor, and I prefer to keep trading costs to a minimum. Here’s how the Portfolio has performed since I changed to a 3% per asset volatility risk target in November 2022: or, in stacked format: A […]
Gauss Sector BPI Portfolio Review: 8 May 2023
Before delving into the Gauss review I need to inform readers that downloading data into the Kipling is incomplete. ETF descriptions are missing as is dividend yield percentages. If your Kipling SS is not filling in all the data, you are not along. I’m not sure when this problem began last Friday. I assumed Yahoo […]
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