Bethe is updated today as it is a good followup to the Bohr review posted yesterday. These two portfolios are managed with a similar three tier approach. The first order of business is to fill any Sector BPI recommendations. The second management decision is to employ the Dual Momentum™ model if cash is available. The […]
Archives for 2023
Bohr Portfolio Review: 13 April 2023
Bohr is the portfolio scheduled for review today. Some alterations are planned for this account so pay attention as I walk through what I see as some ways to “heal” or strengthen apparent weaknesses that are likely to arise in the Sector BPI model. The plan is to make similar changes to the Bethe portfolio […]
Franklin Portfolio Update With A Bard Example: 12 April 2023
Franklin (named for Rosalind of DNA fame) is the portfolio scheduled for an update this morning. Moments ago I checked the latest Sector BPI data and Utilities (VPU) remains in the overbought zone. The recommendation is to place a 3% Trailing Stop Loss Order (TSLO) under VPU, assuming investors are holding that ETF in their […]
Millikan Portfolio Update: 11 April 2023
Given the over-bought signal generated yesterday for Utilities (VPU) I wanted to update at least one of the four Sector BPI portfolios to see how well it is performing based on annualized IRR data and risk factors such as the Jensen Performance Index. Follow along as I walk through an update of the Millikan. Millikan […]
Kepler Portfolio Management: 11 April 2023
Kepler is the Relative Strength portfolio scheduled for review today. As readers will soon see, this portfolio is not up to snuff when it comes to performance. I’ll work with the BHS model for a few more months, but patience is running thin, particularly when models requiring much less work are performing much better.
Carson Portfolio Update: 10 April 2023
Carson is the portfolio up for review this morning. Based on Bullish Percent Indicator data from last week, no Buy or Sell orders are called for other than the Trailing Stop Loss Order (TSLO) recommended for Energy (VDE). Regular readers have already digested this information. I set TSLOs for VDE in every Sector BPI portfolio […]
Hawking Portfolio Review: 6 April 2023
The Hawking Portfolio is, essentially, a Buy-And-Hold Portfolio designed to generate Income from investments in Closed End Funds (CEFs). This class of Funds were hit quite hard over the past month: although the dividends generated by the Funds is still keeping portfolio returns ahead of the benchmark AOR Fund. Being an Income Fund the only […]
Darwin Portfolio Review: 6 April 2023
The Darwin Portfolio is a “Buy-And-Hold” portfolio of assets that is only adjusted when allocations fall out-of-line with recommendations based on risk parity (i.e. equal risk on all holdings). Performance to date (~4 months from inception) looks like this: or, in stacked format: because of the adjustments these plots are a little difficult to follow […]
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