Kepler is the portfolio scheduled for an update this morning. The major decision at this point is how to best bring the various asset classes closer to the target percentages. Within the last few days shares of SCHO and SGOV were added to the Kepler. VTI is the ETF most out of balance, but I […]
Carson Sector BPI Portfolio Update: 12 August 2026
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Einstein Portfolio Update: 10 August 2026
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Pauling Portfolio Review: 7 August 2026
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Franklin Portfolio Update: 6 August 2026
We are a few months away from collecting four years of data for the Franklin Sector BPI portfolio. As with the Carson and McClintock, the Sector Bullish Percent Indicator investing model is working better than anticipated when I first launched this investing model. Using Bullish Percent Indicator (BPI) data from StockCharts for the eleven different […]
Bethe Portfolio Update: 5 August 2026
Bethe is an asset allocation portfolio that was revised last March in an attempt to withstand a potential market correction or recession. The reallocation of assets is now driven more by dividends than capital growth. This morning I added a few shares of BIL and set a limit order to purchase more shares of Real […]
Schrodinger Portfolio Update: 4 August 2026
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Bohr Portfolio Review: 3 August 2026
The Bohr portfolio is an asset allocation account that recently (5/1/26) experienced a revamping of the allocations in order to suppress the impact of a potential market decline. As readers will see in the next screenshot, all asset classes are below target with exception of SCHO, the short-term treasury I use to park cash. When […]
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