The Hawking Portfolio is a “Buy-and Hold” Income generating portfolio built using Closed End Funds (CEFs) with high distributions. Usually, the only action required is to re-invest the dividends received so as to promote geometric growth. Current Holdings look like this: with performance like this: Over this ~30 month period, the Hawking Portfolio has outperformed […]
Darwin Portfolio Review: 4 August 2023
The Darwin Portfolio is an “all-weather” portfolio that it adjusted, as necessary, on the basis of risk parity. Performance to date looks like this: 0r, in stacked format: The discontinuities in the graphs correspond to allocation adjustments. Despite the weakness over the past few days, Internal Rate of Return (IRR) is still standing at 14.9%: […]
Kahneman-Tversky Portfolio Review: 4 August, 2023
The Kahneman-Tversky Portfolio is a simple Dual Momentum Portfolio that requires few adjutments since it only has a choice of holding one of 3 assets. Here’s where the portfolio is sitting at present: Checking the slower moving Kahneman portion of the portfolio that uses a single 252-day (12 month) lookback to measure momentum, the rotation […]
Bullish Percent Indicators:
August opened with a poor week for U.S. equities. All the major indexes are down while sectors are a mixed bag. When working through the following tables, check the right-hand side (X’s and O’s) for a peek into broad market action and use the left-hand side for granular data as the percentages provide more precise […]
Rutherford Portfolio Review (Tranche 2): 4 August 2023
This week we saw an inevitable pullback in the prices of US equities after 2 weeks of finding resistance at the upper boundary of the 1 SD bullish trend channel: the question now is how deep the pullback may be – will we just maybe pullback to the centre of the channel or will the […]
Bethe Portfolio Review: 4 August 2023
Bethe is the portfolio scheduled for review this 4th day of August. Over the next few weeks or perhaps months readers will see this portfolio transition from a growth-income portfolio to another Sector BPI Plus investment model. The primary reason for the change is that the Sortino continues in negative territory indicating the account is […]
Gauss Sector BPI Portfolio Review: 3 August 2023
Updating the Bullish Percent Indicator (BPI) spreadsheet this morning no changes were observed. There certainly are no Buy recommendations and all the overbought sectors have Trailing Stop Loss Orders (TSLOs) already in place. Gauss has cash available and I set a number of limit orders as readers will see as this review proceeds. Gauss is […]
Kepler Portfolio Update: 2 August 2023
Kepler is another portfolio where I am setting up the investment quiver so securities will come close to matching the performance of the S&P 500 while providing some downside protection when bear markets occur. As readers will see in a moment, this is a period where equities rather than bonds are recommended.
McClintock Portfolio Review: 1 August 2023
McClintock is the portfolio scheduled for review as we open up August. Think of this data current as of July 31 rather than August 1st. Over the past year I’ve consolidated the number of ETF options from nearly 40 down to ten. From the ten I prefer to invest in only five (5) at any […]
Franklin Portfolio Review: 31 July 2023
The original Dual Momentum™ Franklin portfolio was converted over to the Sector BPI Plus model several months ago. Since the conversion the return/risk ratio improved. Whether this is due to the new investing model or the upward trend of the market will be determined over the next few months. Using the slope of the Jensen […]
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