Huygens is one of three portfolio operating under the Asset Allocation investing model. The other two are the Pauling and Schrodinger. The Schrodinger is slightly different in that computers are used to manage the allocations. Only recently did I move the Huygens to the Asset Allocation model so we need to pay attention to growth […]
Pauling Asset Allocation Portfolio Review: 29 May 2024
Pauling is a recent Asset Allocation portfolio as performance has been a disappointment. Thus the change. If this Asset Allocation model does not show improvement over the next few months I’ll recommend shifting this portfolio to a Schwab Intelligent Portfolio or a model similar to the Schrodinger. The Pauling began the AA model about a […]
Gauss Sector BPI Portfolio Review: 27 May 2024
Sending best wishes to all readers on this Decoration Day. Gauss is the Sector BPI portfolio up for review. This particularly portfolio is set up with an expanded investment quiver that includes developed international equities (VEA) and emerging market equities (VWO) whereas most of the Sector BPI portfolios focus on VTI and VOO as the […]
Rutherford Portfolio Review (Tranche 4): 24 May 2024
It was not a good week for US Equities as the S&P 500 Index banged it’s head against the 5300 barrier all week and closed ~0.2% lower than last weeks close: Prices are still in an uptrend channel and sitting near the all-time highs. It will be interesting to see whether the “seasonal” bullish trend, […]
Bullish Percent Indicators: 24 May 2024
Bullish Percent Indicators (BPI) provide a different way of looking at or checking market action. The data provided in the two following tables is quite provincial in that the data focuses on U.S. markets and omits all international markets. Keep that in mind as you peruse the following data. Based on the BPI data, this […]
Darwin Portfolio Review: 17 May, 2024
The Darwin Portfolio is an “All-Weather” Portfolio built from 5 ETFs representing diversification in 5 major asset classes. The portfolio also hold a ~10% allocation to “volatility” as an asset class providing even more diversification. Allocations in the 5 major asset classes are made based on the concepts of Risk Parity with a 3% volatility […]
Rutherford Portfolio Review (Tranche 3): 17 May 2024
It was a bullish week in US Equities with the S&P 500 Index (SPX) taking out previous all-time highs: Since price has closed outside the bearish regression trend channel, and taken out the prior highs, I have added a tentative new uptrend channel – although I still have a feeling that the “round” 5300 barrier […]
Schrodinger Portfolio Review: 16 May 2024
One of my favorite portfolios, the Schrodinger, is scheduled for review this morning. Why is it a favorite? 1) It is easy to manage as there is nothing to do but save. 2) Performance is excellent. 3) It is tax efficient if the account is greater than $50,000. 4) Risk is moderate. 5) Cost is […]
Copernicus Portfolio Review: 13 May 2024
Next to the Schrodinger Intelligent Portfolio the Copernicus is the easiest portfolio to manage as all one needs to do is save and invest in one of several U.S. Equities ETFs. Unless there is an emergency, never sell. This investment management model is specifically designed for young investors with years ahead to save and plan […]
Hawking Portfolio Review: 10 May, 2024
Since my last review of the Hawking Portfolio I have added positions in ACRE (Real Estate) and FSK (Business Development Organizations). Both were “falling knives” that I tried to catch, sometimes unsuccessfully (ACRES – that I will say a little more about in my review of the Dirac Portfolio later today or tomorrow) and more […]
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