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 […]
Archives for July 2023
Rutherford Portfolio Review (Tranche 1): 28 July 2023
A quiet week in US equities with the only excitent comming on Thursday with the Fed announcements – but then we settled back down and finished the week very close to last weel’s close and still at the top of the 1 SD bounary of the bullish trend channel: Note how, over the past ~2 […]
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 […]
Copernicus Portfolio Review: 27 July 2023
As bees are drawn to honey, there is little not to attract investors to the Copernicus portfolio. It is easy to manage and performance is outstanding. The one reservation I have is that there is no downside protection as this is a buy and hold portfolio. As an owner of this type of portfolio one […]
Schrodinger Portfolio Review: 26 July 2023
Schrodinger is the portfolio that answers the question, “Who Will Manage the Family Portfolio When I Die?” This portfolio is called an Intelligent Portfolio by Schwab. It is managed by computer using the principles of Asset Allocation. To set up such a portfolio an investor needs to answer a few questions so the computer can […]
Einstein Portfolio Review: 25 July 2023
Einstein is the growth portfolio up for review this morning. I noticed that the description and yield data is not coming in from either Yahoo or Tiingo so the ITA file is once more not working properly. Therefore, I’ll skip directly to the security recommendations worksheet and omit the investment quiver worksheet.
Pauling Portfolio Review: 24 July 2023
Pauling is the portfolio scheduled for an update this morning. Readers will note the limited number of options as this investment model is very similar to the Dual Momentum™ model. Yes, there is plenty of overlap among the equity offerings so the investment quiver could be paired down to fewer offerings.
Franklin Portfolio Review: 21 July 2023
Normally I hold off reviewing portfolios until we are an hour or so into a business or trading day. Instead I selected the Franklin as a good example to follow up on the Bullish Percent Indicator data published earlier this morning. When I last checked, the Franklin was the poorest performing Sector BPI portfolio and […]
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