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Kepler Portfolio Review: 28 September 2023

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Unlike the recent Sector BPI portfolio updates, the Kepler is struggling to keep up with the SPY benchmark.  Just last May the Kepler investment quiver was more complicated.  Over the summer I’ve simplified the portfolio in hopes of closing the gap between the Kepler Internal Rate of Return (IRR) and the IRR of the SPY […]

Carson Sector BPI Portfolio Review: 26 September 2023

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Before updating the Carson I checked to see if any new Bullish Percent Indicator (BPI) revelations emerged since the last update.  No changes showed as Discretionary, Staples and Health remain in the oversold zone.  As the oldest Sector BPI Plus portfolio it always interesting to see how well the Carson is performing when compared to […]

Bohr Portfolio Review: 25 September 2023

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Bohr poses interesting investing decisions as the investing model for this portfolio is migrating toward the Sector BPI Plus style.  What to do with all the Closed-End-Funds (CEFs) is the primary question, particularly as we are closing out the third quarter and dividends are no trivial matter.  The $25,000 in cash will be divided among […]

Copernicus Portfolio Review: 25 September 2023

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  Copernicus continues to be the top performing portfolio since 12/31/2021 and it requires little investing knowledge.  All the investor does is save and invest in U.S. Equities.  The plan is to never sell – unless there is an emergency.  Rather, ride out the highs and lows of the stock market.  If possible, purchase more […]

Schrodinger Portfolio Review: 23 September 2023

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  Schwab rarely re-balances their Intelligent Portfolios, of which Schrodinger is one.  The computer model called for a few adjustments and these are included in the following review.  Adding shares of MUB is one of the major changes that recently occurred. Long-time readers will recall the Schrodinger was established to answer the question – Who […]

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