Einstein is the Sector BPI portfolio up for review this morning. When updating a portfolio I check on the earnings for SHV as that value or percentage impacts the Jensen Performance Index. The yield is up from 4.81% to 4.95% which places downward pressure on the Jensen. The owner of the Einstein will need to […]
Kahneman-Tversky Portfolio Review: 5 April, 2024
The Kahneman-Tversky Portfolio is the simplest Dual Momentum Portfolio that I review here on this site and selects only one asset chosen from a choice between three of the major asset classes – VTI (US Equities), VEA (International Equities) or US Long-Term Trasury Bonds (TLT) – although the benchmark AOR Fund (Equity/Bond combination) may be […]
Rutherford Portfolio Review (Tranche 1): 5 April 2024
Comments made by members of the Fed regarding the possibility that there may be no interest rate cuts this year scared the US equity markets on Thursday and, although they recovered slightly on Friday, markets closed the week ~1% lower from last week’s close: That 5200-5220 resistance area that I have been highlighting for the […]
Franklin Sector BPI Portfolio Review: 5 April 2024
Franklin is the Sector BPI portfolio up for review today even though no sectors are in the oversold zone and we sold off all overbought sectors. The current holdings of Staples and Utilities are residing in the neutral zone. Over $2,200 remains in cash so we need to decide what to do with that money. […]
McClintock Sector BPI Portfolio Review: 2 April 2024
After spending the last few days developing and setting up the Pauling II Asset Allocation portfolio (not finished) it is time to get back to reviewing one of the many Sector BPI portfolios. McClintock is the portfolio scheduled for review this morning. Based on Bullish Percent Indicator (BPI) data from last week, no buy or […]
Pauling II Update: 1 April 2024
This interim update is to clue readers in on a few changes I made in the investment quiver and where the portfolio is after one day of trading. Numerous limit orders are still in place to purchase more shares for nearly all the asset classes. One not so obvious change is the weighting given to […]
Pauling II Asset Allocation Portfolio Launch: 1 April 2024
“A major part of any investment plan is portfolio asset allocation.” – Richard A. Ferri Welcome to the Pauling II Asset Allocation portfolio. Expanding on the Tentative Asset Allocation model, the Pauling II will use fifteen (15) asset classes, recognizing there will be some overlap between VTI, VOO, VO, VB, and QQQ. Expanding from 10 […]
Rutherford Portfolio Review (Tranche 4): 28 March 2024
US Markets started the week slowly with a small pullback at the beginning of the week but finished the holiday-shortened week with a recovery and closing about 0.25% higher than last week’s close: However, we are still hovering at that 5200-5220 level that is providing some resistance to possible moves higher – at least in […]
Tentative Asset Allocation Model
Asset Allocation is a popular investing model when it comes to constructing a portfolio. What asset classes to include and what percentage of each asset is open for debate and discussion. In the follow example, titled ITA-AA, I’ve selected ten asset classes that come from two sources, Mebane Faber and David Swensen. As readers can […]
Bullish Percent Indicators: 29 March 2024
Just as one sunny day does not constitute a summer, nor does one strong market day speak well for an entire week. Not all indexes and sectors of the market moved up this week as one might have anticipated. Two of the seven indexes reverted to the bearish side of the equation as did two […]
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