Since my last review of the Hawking Portfolio I have added positions in ACRE (Real Estate) and FSK (Business Development Organizations). Both were “falling knives” that I tried to catch, sometimes unsuccessfully (ACRES – that I will say a little more about in my review of the Dirac Portfolio later today or tomorrow) and more […]
Archives for May 2024
Kahneman-Tversky Portfolio Review: 10 May, 2024
The Kahneman-Tversky (K-T) Portfolio is a simple Dual Momentum Portfolio using different lookback periods to measure momentum/relative strength in separate portions of the total portfolio. The Portfolio only has a choice of 3 assets from which to choose – VTI (US Equities), VEU (International Equities – ex USA) or TLT (Long Term Treasuries) although the […]
Millikan Sector BPI Portfolio Review: 10 May 2024
The Millikan Sector BPI portfolio is a continuation of support for this particular investing model. This review includes nearly 1.5 years of data so it is not the youngest or the oldest Sector BPI portfolio. Historical data is beginning to build support for this model so readers not using it should take particular notice. The […]
Rutherford Portfolio Review (Tranche 2): 10 May 2024
It was another bullish week in US equities with stocks ending ~1.8% higher than last week’s close: This resulted in prices closing slightly outside the upper boundary of the tentative downtrend channel and above the psychological “round” 5200 resistence level left by the April pullback – but not quite returning to the all-time highs. It […]
Bullish Percent Indicators: 10 May 2024
“Bullish Percent Indicators are technical analysis tools used in financial markets to gauge the overall sentiment of investors. They are represented by Point and Figure graphs, which track the percentage of stocks in a given market or index that are exhibiting bullish patterns. These indicators help traders and investors assess market conditions and make informed […]
Portfolio Performance Update: 9 May 2024
Exactly three months ago I published ITA portfolio performance data. This blog is an update of that data. A link to the February data is linked below so readers can compare performance of the different portfolios. Several changes occurred since the February data. Huygens and Pauling joined the Schrodinger as Asset Allocation models. Currently, Schrodinger […]
Gauss Sector BPI Portfolio Review: 9 May 2024
With 1.5 year of data, the Gauss portfolio is performing quite well using the Sector BPI model. It appears as if the longer one uses the Sector BPI model the better the performance. Market action during the last few years might be the contributing factor. As I’ve frequently stated, we need to go through a […]
Einstein Sector BPI Portfolio Review: 7 May 2024
Einstein is the Sector BPI portfolio up for review today and there are a few circumstances that impact this account. Readers might raise the question as to why the portfolio holds so much cash. Another event impacting the holdings is solely my mistake and it has to do with missing the buying opportunity for Telecommunications […]
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