Huygens is strictly an income generating portfolio, patterned after Steven Bavaria’s Income Factory model. Thus far these income portfolios have generated adequate income, but the underlying value of the securities have not kept pace with the stock market.
Millikan Portfolio Update: 17 April 2023
Millikan is one of the last of the four Sector BPI portfolios to undergo a “mending” of a potential weakness in the original hypothesis. Since there are no BPI recommendations at present and cash is available, this update will show how that cash might be put to use.
Schrodinger Portfolio Review: 17 April 2023
“Asset allocation is the process of dividing your investment portfolio among different asset classes, such as stocks, bonds, and cash. It is an important part of any investment strategy, as it helps to reduce risk and improve your chances of achieving your financial goals. Schwab Intelligent Portfolios is an automated investment advisory service that can […]
Gauss Portfolio Update: 15 April 2023
This particular blog post is another example of how to address a potential weakness in the Sector BPI investing model. The Gauss portfolio is one of four Sector BPI portfolios so it is an appropriate candidate for this change. Gauss Investment Quiver The following investment quiver is an expansion of the Sector BPI model and […]
Rutherford Portfolio Review (Tranche 4): 14 April 2023
US equities were up ~1% from last week’s close: and closed just outside the upper 2 SD boundary of the longer term downtrend channel. However, price is at the 50% retracement level of the peak-trough range of this channel that has provided significant support and resistance in the past. We really need to take out […]
Bullish Percent Indicators: 15 April 2023
Bullish Percent Indicators this week are bullish when taken as a whole. Investors following or using the Sector BPI model will find three sectors overbought. All the major indexes are bullish with the Dow Jones Industrial Average reaching the overbought zone. This past week a reader posed a question related to what settings to use […]
Carson Update – Preempting Potential Weakness: 14 April 2023
Rather than wait and be trapped in limbo, this adjustment to the Carson is similar to the changes I’m making with the Bohr and Bethe portfolios. Instead of relying strictly on the Sector BPI model, I’m adding options should sector ETFs rise into the overbought zone, be sold due to a declining price triggering the […]
Bethe Portfolio Update – A Three Tier Model: 14 April 2023
Bethe is updated today as it is a good followup to the Bohr review posted yesterday. These two portfolios are managed with a similar three tier approach. The first order of business is to fill any Sector BPI recommendations. The second management decision is to employ the Dual Momentum™ model if cash is available. The […]
Bohr Portfolio Review: 13 April 2023
Bohr is the portfolio scheduled for review today. Some alterations are planned for this account so pay attention as I walk through what I see as some ways to “heal” or strengthen apparent weaknesses that are likely to arise in the Sector BPI model. The plan is to make similar changes to the Bethe portfolio […]
Franklin Portfolio Update With A Bard Example: 12 April 2023
Franklin (named for Rosalind of DNA fame) is the portfolio scheduled for an update this morning. Moments ago I checked the latest Sector BPI data and Utilities (VPU) remains in the overbought zone. The recommendation is to place a 3% Trailing Stop Loss Order (TSLO) under VPU, assuming investors are holding that ETF in their […]
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