The Franklin is one of several Sector BPI portfolios using this investment model since late 2022. Thus far the performance is strong and the risk seems to be under control. This morning I checked on the Bullish Percent Indicator (BPI) data and Technology is within a whisker of the overbought zone. As a result I […]
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 […]
Bullish Percent Indicators: 17 May 2024
Bullish Percent Indicator (BPI) data points to another strong week for U.S. Equities. While Energy dropped out of the overbought zone, two other sectors moved above the 70% critical bullish line. The month of May is off to a much better start than anticipated.
Millikan Sector BPI Portfolio Review: 17 May 2024
Millikan is the Sector BPI portfolio up for review. Each update lays down additional history as to the viability of the Sector BPI investing model. As a reader be sure to check out the bottom screenshot to see how the Millikan is contributing to this unique investing model.
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 […]
Kepler Sector BPI Portfolio Review: 15 May 2024
Kepler is the Sector BPI portfolio scheduled for review today so we need to check to see if any of the overbought sectors are part of the Kepler. Readers who checked the Forum yesterday were notified of several BPI changes. Notably, Industrial (VIS), Materials (VAW), and Real Estate (VNQ) joined Energy (VDE), Financial (VFH), and […]
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 […]
Kahneman-Tversky Portfolio Review: 10 May, 2024
The Kahneman-Tversky (K-T) Portfolio is a simple Dual Momentum Portfolio using different lookback periods to measure momentum/relative strength in separate portions of the total portfolio. The Portfolio only has a choice of 3 assets from which to choose – VTI (US Equities), VEU (International Equities – ex USA) or TLT (Long Term Treasuries) although the […]
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