One of my favorite portfolios, the Schrodinger, is scheduled for review this morning. Why is it a favorite? 1) It is easy to manage as there is nothing to do but save. 2) Performance is excellent. 3) It is tax efficient if the account is greater than $50,000. 4) Risk is moderate. 5) Cost is […]
Archives for 2024
Kepler Sector BPI Portfolio Review: 15 May 2024
Kepler is the Sector BPI portfolio scheduled for review today so we need to check to see if any of the overbought sectors are part of the Kepler. Readers who checked the Forum yesterday were notified of several BPI changes. Notably, Industrial (VIS), Materials (VAW), and Real Estate (VNQ) joined Energy (VDE), Financial (VFH), and […]
Copernicus Portfolio Review: 13 May 2024
Next to the Schrodinger Intelligent Portfolio the Copernicus is the easiest portfolio to manage as all one needs to do is save and invest in one of several U.S. Equities ETFs. Unless there is an emergency, never sell. This investment management model is specifically designed for young investors with years ahead to save and plan […]
Hawking Portfolio Review: 10 May, 2024
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 […]
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 […]
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