Gauss is the Sector BPI portfolio scheduled for review this first day of summer. The Gauss uses a few more equity ETFs than some of the other Sector BPI portfolios in that developed international and emerging market equities are investment options. These additions have been a drag on performance as readers will see below.
Archives for June 2024
Huygens Asset Allocation Portfolio: 19 June 2024
There are three ITA portfolios I track that use the Asset Allocation model. The oldest is the Schrodinger and new to the game are the Pauling and Huygens. These latter two were launched in April of this year so there is little history. This morning I am updating the Huygens as a few shares of […]
Sector BPI Millikan Portfolio Update: 14 June 2024
If you have been looking for portfolio updates over the past week and saw little action, I took a few days off for a trip to Southern California. Now back from that trip, expect to see quite a bit of action as I update a number of portfolios. Fortunately for the sector portfolios no sectors […]
Rutherford Portfolio Review (Tranche 3): 14 June 2024
It was another bullish week in US equities with stocks continuing their slow climb to new highs: In terms of relative strength, compared with other major asset classes, US equities again came in close to the top of the list, although long term treasury bonds (TLT) stole the show: Current holdings in the Rutherford Portfolio […]
Bullish Percent Indicators: 14 June 2024
Bullish Percent Indicators were mixed this week. Both major indexes (NYSE and NASDAQ) declined in the number of bullish stocks. Large tech stocks performed well as we see improvement in the NASDAQ 100. We do not see broad strength in the U.S. Equities market. This is one of the reasons for holding a large percentage […]
If Starting Over
What advice would I pass on to a beginning investor? Is this advice applicable for a retired investor? You be the judge. Investing does not require a finance degree from the University of Chicago. For starters, check out this video to see just how simple it really is. To broaden your knowledge, read a few […]
Kahneman-Tversky Portfolio Review: 7 June, 2024
The Kahneman-Tversky (K-T) Portfolio is a simple Dual Momentum Portfolio that is split between two lookback period options over which “momentum”, or Relative Strength, is measured. The Kahneman portion of the portfolio uses a single long-term lookback period of 252 trading days (12 months) and reacts slowly to changes in “momentum”. The Tversky portion uses […]
Rutherford Portfolio Review (Tranche 2): 7 June 2024
US Equities continued their upward climb hitting new all-time highs during the week and closing ~1% higher than last week’s close: This again places US Equities near the top of the performance list of major asset classes: Commodities (DBC) and Gold (GLD) fell from grace this past week. Current holdings in the Rutherford portfolio look […]
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