Nothing has changed over the last few days that will impact the Gauss portfolio. The only sector ETF held in any of these Sector BPI portfolios is Energy (VDE) and this sector is closer to oversold than it is to overbought. Oversold is when the percentage of stocks in a particular sector drop to 30% […]
Archives for November 2024
Carson Sector BPI Portfolio Review: 7 November 2024
Carson is the Sector BPI portfolio up for review this morning. Carson is the oldest Sector BPI portfolio with two years of data which is still a very short period to come to any significant conclusions as to the viability of any investing model. Thus far the model looks strong, but the Sector BPI model […]
Bethe Asset Allocation Portfolio Review: 6 November 2024
Bethe is another Asset Allocation portfolio that is approaching a balanced state. Since there is a 90% overlap in stocks held in VTI and VOO, I placed a Trailing Stop Loss Order of 3% for VTI. Inflation is currently not a problem so a TSLO of 1% is in place for TIP. Once cash available […]
Einstein Asset Allocation Portfolio Review: 5 November 2024
During this year (2024) several portfolios were shifted to the Asset Allocation investing model in an effort to return to my investing roots. The Einstein is one such portfolio. What I am attempting to do with these portfolios is to get each one close to the recommended percentage for each asset class. The percentage recommendations […]
Schrodinger Portfolio Review: 4 November 2024
Schrodinger is a portfolio I continually tout for investors not interested in spending time on their investment portfolio. Schwab does it all using computer algorithms. Answer a few questions, invest your money and Schwab will set up an Intelligent Portfolio based on your answers. With the Schrodinger I’ve requested the computers emphasize U.S. Equities and […]
Hawking Portfolio Review: 1 November, 2024
It has been three months since I last reviewed the Hawking Portfolio and it has continued to churn out over $1,000 per month in dividends/distributions. The portfolio is essentially a Buy-and-Hold portfolio, although some actions might be taken that could benefit the performance of the portfolio (see below for an example). Current holdings in the […]
Rutherford Portfolio Review (Tranche 3): 1 November 2024
It was a disappointing week everywhere in the markets with all the major asset classes showing negative returns: US Equities were in the middle of the list with prices dropping through the 5800 support/resistance zone in the SPX (S&P 500 Index) and closing near the bottom of the bullish trend channel: This is normal trend […]
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