“Don’t look for the needle in the haystack. Just buy the haystack!” — John Bogle McClintock was not schedule for a review this early in the month. However, the move of Technology into the oversold zone requires attention. Thus the update of the McClintock this morning. The threat of tariffs is causing uncertainty within […]
Franklin Sector BPI Portfolio Review: 7 March 2025
“Markets can remain irrational a lot longer than you and I can remain solvent.” – John Maynard Keynes This update of the Franklin portfolio is a followup to the Bullish Percent Indicator data published earlier this morning. Technology joins the oversold sectors which now numbers four. When the Individual-1 tariffs are in place expect more […]
Bullish Percent Indicators: 7 March 2025
The last Bullish Percent Indicator data was published a month ago. At that time Energy, Health, and Materials were part of the Sector BPI portfolios. This week we add Technology to the oversold group. If cash is required to populate Technology I will first sell shares of SHV and then VOO. Before preceding further, the […]
Gauss Portfolio Review: 4 March 2025
Gauss is one of several Asset Allocation (AA) portfolios. This account differs slightly from other Asset Allocation portfolios in that it is a simplified AA version containing fewer ETFs. The stock/bond ratio is the classic 60% stock or equities and 40% bonds. Formerly the Gauss was using the Sector BPI investing model. To reduce work […]
Schrodinger Portfolio Review: 3 March 2025
We lead off March with a review of the Schrodinger portfolio, a computer managed account housed with Schwab. The Schrodinger is known by Schwab as an “Intelligent Portfolio.” It falls under the general category as a Robo Advisor portfolio. The Schrodinger was first launched back on July 31, 2017 so we are beginning to have […]
Bohr Asset Allocation Portfolio Review: 28 February 2025
Bohr is the final portfolio up for review in February. This portfolio is new to the Asset Allocation investing model so we are looking to the Jensen Performance Index or Jensen Alpha to see if the account is gaining or losing ground to the benchmark. Do to cash limitation it will be several months before […]
Franklin Sector BPI Portfolio Review: 27 February 2025
Franklin is the next to last portfolio to be review in February. Tomorrow I will update the Bohr and then we are into March. Franklin is one of three Sector BPI portfolios. The other two are Carson and McClintock. This morning I updated all the sector Bullish Percent Indicator data and only the Materials sector […]
Kepler Asset Allocation Portfolio Review: 26 February 2025
Kepler is a small struggling portfolio that was recently moved over to the Asset Allocation investing model. The portfolio is beginning to come into balance as the ETFs are moving closer to the target percentages. Most of the equity asset classes are above target. Infusion of new cash and dividends will be used to build […]
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