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You are here: Home / Archives for 2023

Archives for 2023

Carson Update: 31 December 2022

January 2, 2023 By Lowell Herr

What changes if any are required of the Carson Sector BPI portfolio based on BPI data from last week?  Follow the analysis below to see if any changes are required by the sector BPI rules.  If you recall, only VDC and VGT are implicated or require investigation.  VDC is over-bought and VGT is over-sold.

Filed Under: Carson Portfolio, Sector BPI Tagged With: Carson Portfolio, Sector BPI

Schrodinger Update Launching 2023: 2 January 2023

January 2, 2023 By Lowell Herr

The above photo represents 2022 as we put it to rest, but not forgotten.  There are always lessons to be learned from troubled times.  This morning I am updating the Schrodinger as it is my “portfolio reference.”  Since the Schrodinger is a Robo Advisor account and managed by a computer, it is a portfolio used […]

Filed Under: Schrodinger Portfolio, Passive vs. Active Tagged With: Schrodinger Portfolio

Kahneman-Tversky Portfolio Review: 30 December, 2022

January 1, 2023 By hedgehunter

The Kahneman-Tversky Portfolio, that uses the simplest Dual Momentum (DM) model to select one asset from a basket of three, did not perform particularly well in 2022: closing down ~18.4% on the year. While this is slightly less than the ~20% drop in value of US equities over the same period it does not beat […]

Filed Under: Kahneman-Tversky Portfolio, Portfolio Management, Portfolio Performance Tagged With: Kahneman-Tversky Portfolio, Portfolio Management, Portfolio Performance

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Recent Posts

  • Kepler Portfolio Review: 8 October 2026 October 8, 2026
  • Pauling Portfolio Update: 6 October 2026 October 6, 2026
  • Darwin Portfolio Review: 2 October, 2026 October 5, 2026
  • Carson Sector BPI Portfolio Update: 5 October 2026 October 5, 2026
  • Schrodinger Portfolio Update: 2 October 2026 October 2, 2026
  • Bohr Portfolio Update: 1 October 2026 October 1, 2026
  • Einstein Portfolio Review: 30 September 2026 September 30, 2026

Recent Comments

  • BOB_P on Pauling Portfolio Update: 6 October 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 24 September 2026
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Huygens Portfolio Review: 28 August 2026

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Pauling Portfolio Review: 7 August 2026
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  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Millikan Portfolio Review: 20 August 2026
  • Darwin Portfolio Review: 2 October, 2026
  • Financial Repression: Part 1
  • Bohr Portfolio Review: 7 July 2026
  • Einstein Portfolio Update: 14 July 2026
  • Schrodinger Portfolio Update: 2 October 2026

General Investment News

Portfolios coming up for review.  Carson, Pauling, and Kepler are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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  • Kahneman-Tversky Portfolio Review: 30 December, 2022
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