Near the beginning of each month I generally update the Schrodinger portfolio as it requires no maintenance. Computers do all the management work as this is a Robo Advisor portfolio housed at Schwab. All the owner needs to do is save
Franklin Sector BPI Portfolio Review: 4 June 2025
Franklin is the Sector BPI portfolio up for review. Included in this blog post is evidence of the viability of the Sector BPI investing model. Based on all the uncertainty surrounding the current administration I will be making some slight changes in what to do if no sectors are
Bohr Portfolio Review: 4 June 2025
As with several other ITA portfolios, capital preservation is of significant importance to the owner of the Bohr portfolio. As a result there is a willingness to give up potential returns during these uncertain times. The on again, off again tariff battle is an anathema to business
Copernicus Portfolio Review: 2 June 2025
While this review of the Copernicus portfolio occurs in June, the data more appropriately belongs to May. Take that into consideration as you read this update. As followers of this portfolio know, this is a passive portfolio that focuses on investing only in U.S. Equities and is limited to large-cap stocks that track the S&P […]
Selecting Closed End Funds (CEFs)
Thanks to Lee Cash, more information is available when it comes to identifying which CEFs to include in a portfolio. Below are the two primary screens I will be using in the future to aid in the selection of CEFs. The first Internet source [CEF Connect] is one
Bullish Percent Indicator: 30 May 2025
It has been several weeks since I last posted Bullish Percent Indicator (BPI) data. No changes were recommended during this period, but this week the Communications sector moved into the overbought zone. Portfolios holding VOX were alerted to sell. With a 75% bullish percentage
Gauss Portfolio Review: 28 May 2025
Gauss is another portfolio using a truncated asset allocation model or one where very few ETFs are used to populate the portfolio. In other words – Keep it simple. In keeping with caution in this uncertain economic environment, I placed a 4.5% Trailing Stop Loss Order (TSLO)
Millikan Portfolio Review: 27 May 2025
On again, off again tariff threats are constantly roiling the stock and bond markets. This morning the direction happens to be to the upside. When in a dark room filled with furniture – stand still. That is the attitude businesses have as it is most difficult to plan for the
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