What to do with a poor performing portfolio? Advice to the owner of the Einstein is to continue to add money to the portfolio and work toward keeping the various asset class close to target. Instead of concentrating on the Internal Rate of Return, focus on the Jensen Alpha and Information Ratio. Einstein Security Holdings […]
Pauling Portfolio Update: 13 July 2026
The Pauling is another portfolio undergoing asset allocation changes in an effort to both improve performance while providing additional protection against a major market draw-down. Interest rates moved up for the 30-year bond as there were fewer buyers. Higher interest rates do not bode well for the market. However, the U.S. Equities market continues […]
Franklin Sector BPI Portfolio Update: 10 July 2026
Franklin is one of three Sector BPI portfolios tracked here on the ITA educational blog. Investors interested in this model should follow the Carson and McClintock portfolios as well as this one. In addition, when there is a Buy or Sell recommendation based on Point and Figure (PnF) data, I post the information on the […]
Bethe Portfolio Redesigned: 9 July 2026
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Schrodinger Portfolio Update: 8 July 2026
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Bohr Portfolio Review: 7 July 2026
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McClintock Sector BPI Portfolio Update: 2 July 2026
McClintock is the Sector BPI portfolio due for an update. This morning I checked the Point and Figure (PnF) graphs. Energy (VDE) is still a Buy. I assume everyone purchased the required number of shares. Again, the number of shares is based on the three-year volatility average. Overbought sectors are Financial and Health represented by […]
Kepler Portfolio Review: 1 July 2026
Florida Management of the Kepler is not significantly different than how I am handling the Huygens portfolio. Both portfolios are set up around a group of diversified asset classes. Exchange Traded Funds (ETFs) hold stocks within the different asset classes.
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