Schrodinger is a “do nothing” portfolio in the sense that it is on automatic pilot after it is set up with Schwab. This portfolio is managed by computer and is built around the principle of Asset Allocation, a long standing investing model designed for diversification. Schwab calls these portfolios, “Intelligent Portfolios.” The Schrodinger stock/bond ratio […]
Carson Sector BPI Portfolio Review: 29 February 2024
Carson, the oldest Sector BPI portfolio, is up for review this morning. As you go through this analysis pay attention to the latest Sector BPI version and don’t pass up the last two screenshots. The next to last one lays out the performance of the Carson and the very last screenshot shows the Sector BPI […]
Franklin Sector BPI Portfolio Review: 27 February 2024
Franklin Sector BPI Portfolio Review: 27 February 2024 In this innovative review of the Franklin Sector BPI investment portfolio, we delve into the dynamic world of sector-based investments. Our analysis highlights the potential for growth and reveals the strategic opportunities within each sector. Stay tuned for a comprehensive examination of the Franklin Sector BPI portfolio, […]
Bethe Portfolio Review: 26 February 2024
The Bethe Portfolio: An Analytical Approach to Sector Investing for Retirement “With retirement planning in mind, the Bethe Portfolio takes an analytical approach to sector investing. By strategically allocating investments across various sectors, this portfolio aims to maximize returns while minimizing risk. It offers a diversified mix of assets specifically tailored to meet long-term retirement […]
Reworking the Sector BPI Investing Model
Since the Sector BPI investing model was launched a little over a year ago several tweaks or adjustments have been made to the BPI model. This blog post explains another adjustment or refinement. Rather than complicate the model, this version is one of reduction or simplification. To explain these changes it makes sense to apply […]
Kepler Portfolio Review: 23 February 2024
Normally I do not review individual portfolios on the weekend as markets are closed and if there are any manual risk adjustments advised they cannot be enacted until the market opens next week. There are two reasons why the Kepler is reviewed this morning. The last review occurred early in February and I wanted to […]
Bullish Percent Indicators: 23 February 2024
Despite a strong day or two this week, Bullish Percent Indicators paint a slightly weak outcome for U.S. Equities. This is the case for both the broad indexes as well as the individual market sectors. The call for a Buy in Utilities a week ago is paying off as readers will see in the second […]
Millikan Sector BPI Portfolio Review: 23 February 2023
Millikan is one of the older portfolios using the Sector BPI investing model. Nevertheless, we are still in the hypothesis stage with this model as we need to traverse several Buy/Sell cycles to gain a better understanding as to how this model works in different market conditions. New readers need to be patient and follow […]
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