When I first began setting up this Asset Allocation portfolio I called it Pauling II. Now that the account is nearly established or fully populated I’m reverting back to the original name, Pauling. The philosophy behind this portfolio is to build a retirement account using tried and true diversification methods. The Pauling is diversified across […]
Rutherford Portfolio Review (Tranche 3): 19 April 2024
It was another bad week for US Equities with indices down ~3% on the week and now down over 5.5% from the highs at the beginning of the month. It may be a little early to be drawing bearish channels. but since we closed outside the bullish channel last week and have seen a continuation […]
Bullish Percent Indicators: 19 April 2024
Several days ago I posted a notice in the Forum that Technology dropped into the oversold zone. On Friday the sector dropped even further making VGT a very good buy at this point. Three other sectors are down into the 30% bullish zone so we need to keep an eye on those three this coming […]
Kepler Sector BPI Review: 19 April 2021
Yesterday I posted a Forum notice that Technology dipped into the oversold zone. VGT is now a Buy. This morning I picked up a few shares of VGT for the Kepler and a limit order is in place to bring the Technology sector up to the recommended 10.4% of the portfolio. The fifth screenshot below […]
Carson Sector BPI Portfolio Update: 17 April 2024
Carson is the Sector BPI portfolio up for review this morning. This is the oldest portfolio using this particular investing model. There are a few tweaks this month. One of the main changes is to remove ESGV from the holdings so we can concentrate on VTI and VOO when sectors are out of favor, as […]
Millikan Sector BPI Portfolio Review: 16 April 2024
Millikan is one of the better performing Sector BPI portfolios. Here is a bit more information as to how I am managing Sector BPI portfolios as we enter a very uncertain election season. The Sector BPI strategy remains in place as follows. If the model is viable it will work in all types of markets. […]
Schrodinger Portfolio Review: 15 April 2024
Schrodinger is the Robo Advisor or computer managed portfolio up for review this morning. Investors not interested in investing or have minimum time to track their investments will find this style portfolio fits their desire to be invested in the market. The Schrodinger is housed and managed by computers at Schwab. There is zero cost […]
Darwin Portfolio Review: 12 April, 2024
The Darwin Portfolio is an “All-Weather” portfolio of five ETFs representing the major asset classes of US Equities (VTI), International Equities (VSS), US Real Estate (VNQ), US Treasuries (TLT) and Gold (GLD). For additional diversity a 10% allocation is ascribed to an ETF that tracks volatility (usually the inverse SVXY ETF). Adjustments to this portfolio […]
Rutherford Portfolio Review (Tranche 2): 12 April 2024
US Equities got slapped around a little this week and closed the week ~1.6% lower than last week’s close: We are now sitting at the bottom of the bullish trend channel that started last November and we wait to see whether this might be a good entry point if we should bounce from here and […]
Huygens Asset Allocation Portfolio Review: 10 April 2024
Welcome to the revised version of the Huygens Asset Allocation portfolio. There is a possibility the management of this portfolio will be taken over by its owner. To make the portfolio easier to manage I’ve set up an Asset Allocation model, quite similar to the Pauling II (soon to go back to the original name, […]
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