After updating a few lackluster portfolios, it is refreshing to review a strong yet simple portfolio. Other than the Schrodinger where the owner does noting but save, the Copernicus comes in a close second for simplicity. Copernicus Investment Quiver and Holdings Below is the current investment quiver and holdings for the Copernicus. I added SHV […]
Bethe Portfolio Review: 27 June 2023
The following Bethe update is not so much where the portfolio is currently. Rather, it is the direction the portfolio is moving in the future. Currently, the Bethe holds a high percentage of the portfolio in income generating CEFs. While I have many limit orders in place to sell off the CEFs, the limit orders […]
Pauling Portfolio Review: 26 June 2023
When a portfolio fails to meet expectations, changes are required. That is what readers can expect to see in this review of the Pauling and what is coming over the next few months. Classified as a Dual Momentum™ portfolio, the Pauling is currently holding down the #15 spot. Instead of investing in a single ETF […]
Millikan Sector BPI Plus Portfolio Review: 26 June 2023
Little action is required of the Millikan as there are no sectors in the Buy zone. Refer back to the Bullish Percent Indicator post last Saturday. There is a small amount of cash available and that will be put to use as readers will see in a moment.
Bullish Percent Indicators: 23 June 2023
While this past week was purported to be one of the weakest weeks for equities since last March, the Bullish Percent Indicators paint a slightly less pessimistic picture. While every major index, with exception of the two Dow indexes, declined slightly, all with exception of the NASDAQ 100 remain bullish. Portfolio values did decline […]
Huygens Income Portfolio Review: 22 June 2023
Huygens is an income oriented portfolio built around high income Closed-End-Funds (CEFs). Other than generating income, the performance is lack luster, thus requiring some special attention after the second quarter dividends are paid out. As cash mounts I’ll be purchasing shares of securities recommended from the ETFs list ESGV through BND. See the following screenshot. […]
Bohr Portfolio Review: 22 June 2023
When last analyzed for performance the Bohr ranked #11 overall. The Internal Rate of Return (IRR) is too far below that of the Schrodinger (passively managed) to be permitted to languish. Therefore, over the next several months the Bohr will transition to something much closer to the Sector BPI Plus model. The plan is to […]
Schrodinger Portfolio Review: 21 June 2023
Schrodinger is the easiest portfolio to both manage and review. There is little to do except save as all the investing is done by the Schwab computers. Since the last review the owner of this portfolio added cash and that money was allocated to the different ETFs based on the asset allocation algorithm specified by […]
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