Huygens is an income oriented portfolio built around high income Closed-End-Funds (CEFs). Other than generating income, the performance is lack luster, thus requiring some special attention after the second quarter dividends are paid out. As cash mounts I’ll be purchasing shares of securities recommended from the ETFs list ESGV through BND. See the following screenshot. […]
Archives for June 2023
Bohr Portfolio Review: 22 June 2023
When last analyzed for performance the Bohr ranked #11 overall. The Internal Rate of Return (IRR) is too far below that of the Schrodinger (passively managed) to be permitted to languish. Therefore, over the next several months the Bohr will transition to something much closer to the Sector BPI Plus model. The plan is to […]
Schrodinger Portfolio Review: 21 June 2023
Schrodinger is the easiest portfolio to both manage and review. There is little to do except save as all the investing is done by the Schwab computers. Since the last review the owner of this portfolio added cash and that money was allocated to the different ETFs based on the asset allocation algorithm specified by […]
Gauss Sector BPI Plus Portfolio Review: 20 June 2023
Gauss is another Sector BPI Plus portfolio (one of four) so the analysis of this account follows the same logic laid out in the Carson blog posted yesterday. As you will recall, two sectors are overbought and they are: Technology and Industrial. I don’t recall holding any shares in Technology (VGT) since launching this sector […]
Carson Sector BPI Plus Portfolio Review: 19 June 2023
Opening a busy week of portfolio reviews I figured the Carson would not need much attention as the Bullish Percent Indicator data last Saturday called for a TSLO to be placed on VIS and that would be it. This morning I found that the owner of the Carson added fresh money to the account and […]
ITA Portfolio Performance Comparisons: 16 June 2023
The following table includes ITA portfolio performance data as of June 16th. Since the last update the portfolios have shown improved IRR values, while the S&P 500 took an even larger leap forward. I’ll point out a few things to keep in mind as you look over the following table. For starters, one important factor […]
Rutherford Portfolio Review (Tranche 3): 16 June 2023
Another bullish week in US Equities with the SPX continuing it’s move within the uptrend channel and sitting at the upper 1 SD boundary – where we may see some resistance: This week’s performance in US equities placed pretty near the top of the list in terms of major asset class performance, with global equities, […]
Franklin Sector BPI Plus Review: 17 June 2023
Next week is going to be a heavy week for portfolio reviews. See the middle bottom footer. To gain a head start I’ll begin with an update of the Franklin as little action is required. ITA readers will recall that the Franklin began as a Dual Momentum™ portfolio, but with mixed performance results. The goal […]
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