Huygens is one of two portfolios using an expanded Asset Allocation (AA) management model. The other is the computer managed Schrodinger or Schwab’s Intelligent Portfolio. Over the past month the Huygens lost a bit of ground to its benchmark, the AOR security. Most likely the AOR is tilted a tad more toward equity holdings whereas […]
Carson Sector BPI Portfolio Review: 13 May 2025
Today’s market brings us closer to closing the equity losses from early April. As one of the Sector BPI portfolios, the Carson experienced only minor losses in April. Several sectors are currently in the overbought zone and as a result, Trailing Stop Loss Orders (TSLOs) are in place to lock in profits. It is difficult […]
Einstein Portfolio Review: 8 May 2025
The Einstein portfolio is a recent entry into the Asset Allocation management model. The shift was made to improve performance as this has been a struggling portfolio. One major problem with the Einstein is that monies were withdrawn for educational purposes and these withdrawals occurred at times that definitely stunted growth. Those withdrawal days are […]
Franklin Sector BPI Portfolio Review: 8 May 2025
Franklin is one of three portfolios using the Sector BPI management model. The other two are: Carson and McClintock. The Sector BPI model is not designed for all investors as it requires some tracking and a bit of effort. If looking for simplicity, check out the Schrodinger and Copernicus portfolios. With the sector model we […]
Bohr Portfolio Review: 6 May 2025
Bohr is a portfolio of moderate size managed using a few equity oriented ETFs. As with the Kepler, Einstein and a few other portfolios, this account is following a similar conservative approach due to all the uncertainties surrounding the unnecessary tariff wars. Bohr Security Holdings The Bohr currently holds the following ETFs listed below. Trailing […]
Copernicus Portfolio Review: 5 May 2025
As I write this blog the U.S. Stock Market is attempting to regain early Monday losses. As long-time reader know, the Copernicus is an equities only portfolio. The management model is to save and purchase S&P 500 ETFs. Based on the current administration generated chaos I am moving toward a more conservative model. I am […]
Bullish Percent Indicators: 2 May 2025
Market action over the past few days has been sufficient to push ITA portfolios to a higher level than they were on March 31, 2025. This recent push only elevates the Buffett Indicator and Shiller PE Ratio. Index BPI All indexes are currently bullish and four are in the overbought zone. Note that the two […]
Buffett Indicator & Shiller PE Ratio
Canyonland National Park Over the last few weeks I’ve been setting Trailing Stop Loss Orders (TSLOs) for VTI, VOO, and SCHG when portfolios holding these securities come up for review. The tariff wars are causing market uncertainty, but tariffs are not the only reason for setting TSLOs. Erratic administration behavior only exacerbates an overbought market. […]
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