Before moving into the Schrodinger update, register as a Guest and wait to be elevated to the Platinum level if you wish to read all blog posts. Schrodinger is the Schwab Intelligent Portfolio up for review this morning. As a reminder to new readers, the Schrodinger is managed by computer at Schwab. There is no […]
Bullish Percent Indicators: 31 May 2024
Friday’s uptick near the market close was insufficient to counter the broad decline in the major indexes and sectors of U.S. Equities. I assumed we might see a few sectors turn bullish based on the surge late Friday. Not so. Only one index and one sector are currently bullish and both show weakness when we […]
Huygens Asset Allocation Portfolio Update: 30 May 2024
Huygens is one of three portfolio operating under the Asset Allocation investing model. The other two are the Pauling and Schrodinger. The Schrodinger is slightly different in that computers are used to manage the allocations. Only recently did I move the Huygens to the Asset Allocation model so we need to pay attention to growth […]
Pauling Asset Allocation Portfolio Review: 29 May 2024
Pauling is a recent Asset Allocation portfolio as performance has been a disappointment. Thus the change. If this Asset Allocation model does not show improvement over the next few months I’ll recommend shifting this portfolio to a Schwab Intelligent Portfolio or a model similar to the Schrodinger. The Pauling began the AA model about a […]
Gauss Sector BPI Portfolio Review: 27 May 2024
Sending best wishes to all readers on this Decoration Day. Gauss is the Sector BPI portfolio up for review. This particularly portfolio is set up with an expanded investment quiver that includes developed international equities (VEA) and emerging market equities (VWO) whereas most of the Sector BPI portfolios focus on VTI and VOO as the […]
Rutherford Portfolio Review (Tranche 4): 24 May 2024
It was not a good week for US Equities as the S&P 500 Index banged it’s head against the 5300 barrier all week and closed ~0.2% lower than last weeks close: Prices are still in an uptrend channel and sitting near the all-time highs. It will be interesting to see whether the “seasonal” bullish trend, […]
Bullish Percent Indicators: 24 May 2024
Bullish Percent Indicators (BPI) provide a different way of looking at or checking market action. The data provided in the two following tables is quite provincial in that the data focuses on U.S. markets and omits all international markets. Keep that in mind as you peruse the following data. Based on the BPI data, this […]
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 […]
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 […]
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