“The Kepler Asset Allocation Portfolio Review as of April 30, 2026, highlights the ongoing impacts of financial repression on investment strategies. In this environment, traditional asset classes exhibit altered risk-return profiles, necessitating a reevaluation of portfolio allocations. As we navigate these challenges, a strategic focus on diversifying assets becomes imperative to optimize performance. Continuous analysis […]
Financial Repression: Part II
Financial Repression. What is it? “Financial repression is a set of government policies—such as interest rate caps, capital controls, and bank regulations—that channel household savings into funding government debt at below-market rates. It acts as a “stealth tax” on savers to reduce high public debt burdens, often resulting in negative real interest rates where inflation […]
Gauss Portfolio Review: 29 April 2026
Yesterday the U.S. Equities market took quite a hit. This morning stocks are down again. What is going on to drive down the S&P 500, a good benchmark for monitoring the overall market? Check out this YouTube video. If the video does not start at the beginning, just move the slider back to the starting […]
Financial Repression: Part 1
This series on Financial Repression may be the most important blogs I have posted over the past 18+ years. Keep in mind that I am not providing financial advice. That is a major disclaimer. Rather I am telling readers what I am learning and how I intend to act based on information from several economists […]
Dirac 2026 Portfolio Review: 24 April 2026
It is a difficult time to be managing the Dirac Portfolio using a momentum model since we are not, currently, in a strong trending environment and we have little diversification to separate the assets in our quiver – all of which reside in the US Equity asset class. Money is clearly moving around within this […]
Copernicus Portfolio Update: 27 April 2026
The original management strategy for the Copernicus portfolio was to invest in the S&P 500 (SPY or VOO) and continue to do so while adding money on a regular basis. I’ve deviated from that original plan slightly as the current market is overvalued or as we say, overbought. However, this market continues to “climb the […]
Darwin 2026 Portfolio Review: 24 April 2026
Although US equity markets were a little jittery (read volatile) over the last week it was essentially a period of consolidation with the SPX (S&P 500 Index) making more new highs and closing the week ~0.6% higher than last week’s close:
Carson Sector BPI Portfolio Update: 23 April 2026
Carson is one of three portfolios using the Sector BPI investing model. When I updated the March performance I noticed the monthly loss for the Carson was 1/10 the loss of several asset allocation portfolios. Just another reminder as to how well the Sector BPI investing model is working. Over the past several months there […]
Pauling Portfolio Review: 22 April 2026
Pauling is an asset allocation portfolio that is undergoing a few reallocation moves in order to improve performance while taking action to prepare for a market correction. The current low beta of 0.273 is an indicator as to how serious this portfolio is when the U.S. Equities market is at or near an all-time high. […]
Portfolio Hedge: 20 April 2026
With last months hedge position expiring with a small $314 profit last Friday I need to make a decision as to whether to continue to hedge my portfolios or to leave them unhedged – since last month’s hedge turned out to be unnecessary as US Equity markets surged over 12% higher in the past 3 […]
- « Previous Page
- 1
- …
- 6
- 7
- 8
- 9
- 10
- …
- 143
- Next Page »
You must be logged in to post a comment.