Einstein is one portfolio where the investment strategy was disrupted several times over the last four to five years as there was a call for educational expenses at a time when the market was rising. As a result, performance is not what it should be. The goal is to now rebuild this portfolio over the […]
Huygens Asset Allocation Portfolio Review: 21 November 2024
Since the last review of the Huygens portfolio I made a few small adjustments in the asset allocation percentages. I decreased the percentages to Developed International Equities (VEA) and Emerging Markets (VWO). Those percentages were shifted to VOO, VO, and VB.
McClintock Sector BPI Portfolio Review: 20 November 2024
No sectors are in the oversold zone so this McClintock review will be very short with exception to the Buy and Sell limit orders shown in the final screenshot. Since there is no action within the eleven sectors we focus on U.S. Equities. The main focus is on adding shares of VOO and VTI to […]
Kepler Asset Allocation Portfolio Review: 19 November 2024
When well into this update of the Kepler I realized the portfolio was reviewed only a few days ago. Since all the screenshots are uploaded I’ll proceed with the update. Little has changed other than the addition of new cash and the purchase of a few asset classes still out of balance.
Pauling Asset Allocation Portfolio Review: 18 November 2024
Pauling is one of several Asset Allocation portfolios launched in early April of this year (2024). In an effort to reduce taxes I avoid selling appreciated Exchange Traded Funds (ETFs). This strategy slows down the rebalancing process. Rebalancing takes place when fresh cash is deposited or dividends are declared. For Asset Allocation portfolios valued below […]
Rutherford Portfolio Review (Tranche 1): 15 November 2024
It seemed to be a week of reflection and re-evaluation in the US markets following last week’s strong positive reaction to the US elections. The US Equity markets pulled back ~2% on the week:
Kepler Asset Allocation Portfolio Review: 14 November 2024
Thanksgiving greetings to Canadians, U.S, readers, and to all those around the world who celebrate Thanksgiving sometime in November. And now to the Kepler update. This portfolio has been lagging the benchmark for a few years so I moved it over to the Asset Allocation model this spring with the hope a more diversified […]
Bohr Asset Allocation Portfolio Review: 13 November 2024
Bohr is one of several portfolios that were transferred over to the Asset Allocation (AA) investing model within the last year. AA is the model commonly used to manage portfolios as it is well diversified to handle various market conditions. Although well diversified there is no guarantee if will always generate positive returns. Even bonds […]
Franklin Sector BPI Portfolio Update: 11 November 2024
Franklin is a small Sector BPI portfolio that continues to hold its own when compared to the SPY benchmark. We now have a two-year history with this model for the Franklin. The ITA Sector BPI portfolios (five in total) are of different size, are reviewed at different times, and were launched at different periods so […]
Rutherford Portfolio Review (Tranche 4): 8 November 2024
As investors we have to ignore the polititians and focus on the impact of policy on the markets. Obviously, Trump’s victory is seen positively by the majority of investors as being good for the markets – at least for now. Last week I suggested that if we broke above the 5800 resistance zone in the […]
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