About four or five years ago I was managing the Kepler portfolio using a Relative Strength model. That model turned out to be a mistake. More recently I switched to an asset allocation model or an investing approach I have used with a number of portfolios for years. Around the turn of the century William J. Bernstein came out with a book titled, The Intelligent Asset Allocator. This book … [Read More...]
Kepler Portfolio Review: 8 October 2026
About four or five years ago I was managing the Kepler portfolio using a Relative Strength model. That model turned out to be a mistake. More recently I switched to an asset allocation model or an investing approach I have used with a number of … [Read more]
Pauling Portfolio Update: 6 October 2026
Pauling is a simple asset allocation portfolio with world-wide diversification. VTI and VXUS pretty well cover the global stock market. Dividend producers such as VIG and SCHD add additional value style to the portfolio. Real Estate and inflation … [Read more]
Darwin Portfolio Review: 2 October, 2026
US Equities, as represented by the SPX (S&P 500 Index), ended the week at about the same spot as they were at last week's close despite selling earlier in the week: I suspect this selling might have been a reflection of Fund managers selling … [Read more]
Carson Sector BPI Portfolio Update: 5 October 2026
Before delving into an update of the Carson, here is a Seeking Alpha article of interest. Last week I mentioned that Financials dropped into the oversold zone. Upon the market opening I purchased shares of VFH for the three Sector BPI portfolios. … [Read more]
Schrodinger Portfolio Update: 2 October 2026
Selling shares within the Schrodinger is so rare it merits taking notice. Recently, the Schwab computers sold shares of Invesco US 1000 (PRF) and Schwab Municipal Bond (SCMB) and used the cash to purchase shares of Vanguard Tax Exempt Bond (VTEB). … [Read more]
Bohr Portfolio Update: 1 October 2026
Rebalancing continues within the Bohr portfolio as a number of asset classes are still out of balance to the low side. I continue to hold a large percentage of short-term treasuries as there will be better buying opportunities in the future, unless … [Read more]
Einstein Portfolio Review: 30 September 2026
Einstein is the Asset Allocation portfolio updated this morning. Shares of SCHO were sold to raise cash to bring several new ETFs into balance. Check out the asset allocation model shown in the next data table. … [Read more]
Franklin Sector BPI Portfolio Update: 28 September 2026
As I posted in the Forum last weekend, Real Estate dropped into the oversold zone with a 30% bullish signal. This morning I purchased shares of VNQ for all three Sector BPI portfolios, Franklin being one of the three. The Sector BPI portfolios now … [Read more]
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