Even though limited transactions are planned, I am going to walk through a complete analysis of the Huygens as it has been some time since I’ve done so with any of the Sector BPI portfolios. Huygens is new to the Sector BPI investing model so pay attention to trends vs absolute values. The Sector BPI […]
Bullish Percent Indicators: 1 December 2023
Investors using the Sector BPI model need to pay attention as market action this week moved two more sectors into the over bought zone. We now have four overbought sectors and two of the four are over 80% bullish.
Schrodinger Portfolio Review: 1 December 2023
Are you looking for a portfolio that requires no decisions? If so, the Schrodinger is for you. This portfolio was initially set up to answer the question – “Who Will Manage the Family Portfolio When I Die? The following analysis of this Robo Advisor portfolio answers this fundamental question. Schwab refers to these computer managed […]
Pauling Checkup: 30 November 2023
As one of the poorest performing portfolios, based on Internal Rate of Return (IRR) data, we need to rely on trends to see if the Pauling is improving since the switch was made to the Sector BPI investing model. Keep in mind the Pauling has only been using the Sector BPI model for one month […]
Kepler Portfolio Review: 29 November 2023
Kepler is the portfolio up for review today. Before moving into the analysis, let me explain a mistake I made in purchasing a number of ETFs I mistakenly thought were equal-weight ETFs when in fact they are cap-weighted. The ETFs in question are those that begin with the XL ticker letters. To rectify this problem […]
Franklin Sector BPI Portfolio Review: 28 November 2023
Franklin is the Sector BPI portfolio up for review this morning. I moved the Franklin from a Dual Momentum™ style portfolio over to the Sector BPI model last February so we are coming up on a year of operation. Keep this in mind when you look over the Risk Ratios data. Since the most recent […]
Sector BPI Portfolio Report: 27 November 2023
For some reason I keep thinking the Sector BPI model is close to two years old. In fact, the Carson Sector BPI model was launched a little over a year ago. A number of ITA portfolios held shares in Real Estate (VNQ) nearly from the very first day this blog began back in 2008. This […]
Carson Sector BPI Portfolio Review: 27 November 2023
As the oldest Sector BPI portfolio the Carson is breaking ground in the sense that more data is available to judge this unique investing model. Unique in that I’ve not run across this model and the various ways to manipulate sector ETFs to protect capital. In this review I’ve added two additional screenshots that will […]
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