Normally I don’t review a portfolio this quickly since the last update, but the owner of the Schrodinger added new money so the portfolio could be tax managed. According to Schwab’s website an Intelligent Portfolio, of which the Schrodinger is an example, must reach a level of $50,000 before it is “tax managed.” The Schrodinger […]
Copernicus Portfolio Review: 7 June 2023
Portfolios fall into two major categories, actively managed or passively managed. The Copernicus portfolio is of the latter variety as the plan is to invest only in U.S. Equities. Only add or purchase Exchanged Traded Funds (ETFs) and only sell in an emergency. Over the past 17 months the Copernicus has been the top performing […]
Kahneman-Tversky Portfolio Review: 2 June, 2023
The Kahneman-Tversky Portfolio is a simple Dual Momentum (DM) portfolio with a fast/slow (short look-back/long look-beack) twist. We’ll look first at the performance to date: where we see that we are a little behind our AOR benchmark. So, we’ll look first at the slow moving (Kahneman) portion of the portfolio and the rotation graphs: I […]
Huygens Income Portfolio Review: 5 June 2023
Over the next few months watch for possible changes in how the Huygens is managed. I’m less than impressed with the income approach, particularly as there are signs U.S. Equities may be ready for a positive run. This particular portfolio is housed with TD Ameritrade and I was told the transition from TD Ameritrade to […]
Darwin Portfolio Review: 2 June 2023
The Darwin Portfolio is an “All-Weather” portfolio with a dash of volatility. Performance to date (since lowering volatility target levels last November) looks like this: The large “jumps” correspond to periodic allocation adjustments to risk parity – but maybe the stacked chart is easier to follow: at least it is a little easier to see […]
Hawking Portfolio Review: 2 June 2023
The Hawking Portfolio continues to outperform the AOR benchmark Fund over the long term despite giving back a lot of it’s lead from the February highs: We are still trying to recover from the ~25% Draw-Down experienced in 2022. Current holdings look like this (apologies for the lack of Descriptive names – but Yahoo is […]
Rutherford Portfolio Review (Tranche 1): 2 June 2023
As I have mentioned in recent reviews of the Rutherford Portfolio I have to take money out of this retirement account so, following last week’s review of Tranche 5, I have “retired” Tranche 5 and adjusted the other 4 tranches to $19,000 each – or a total portfolio value of $76,000. I will continue to […]
Carson Sector BPI Portfolio Review: 3 June 2023
Rather than wait until Monday, this review of the Carson is a followup to the BPI data published earlier this morning. As mentioned in that BPI post, both Energy and Real Estate moved out of the Buy zone while Utilities dropped into the Buy zone. The following post lays out how I intend to work […]
Bullish Percent Indicators: 2 June 2023
Friday’s strong market turned out to be a positive injection for the U.S. Equities market. International ETFs benefited as well. This reaction to the debt limit solution is reflected in the first screenshot below. What is somewhat surprising is that approximately 50% of the stocks in the indexes are still bearish. In other words, the […]
Millikan Sector BPI Portfolio Review: 2 June 2023
After updating the BPI data earlier this morning, only Energy remains in the Buy column. Real Estate just move above the 30% bullish line. Tomorrow I’ll post the latest BPI data which will provide guidance for Sector BPI portfolios next week. For now, the Millikan has nearly a full complement of Energy (VDE) and a […]
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