Below is the Carson LRPC portion of the Carson portfolio. I’m taking Herb’s recommendation and will call these three portfolios the Carson LRPC, Carson BHS, and Carson HA. These three portfolios are actually one portfolio, but managed using three different options available within the Kipling spreadsheet. Readers are asked to look over the portfolio and […]
Carson Portfolios: A Test Look
With nine days to go before launch, here are the recommendations for the three different Carson models. The three options are: LRPC, BHS, and HA. The recommendations are quite varied. Over the next few years we will see how the different portfolios play out. It should not take long to see the returns separate. I’ve […]
Carson Portfolios: Sample Recommendations
We are a week away from launching the three Carson portfolios. Below are screen shots of the LRPC, BHS, and HA portfolios. I’ve added the USMV ETF to the investment quiver based on a reader recommendation. I will go over the rules of investing next Friday when these portfolios are officially launched. Each portfolio begins […]
Carson Portfolios: July Holdings
To aid in visualizing what the different Carson portfolios are holding, here is a table readers might find helpful. For example, when I was working with the portfolios, I did not realize that HA and LRPC closely matched each other in the current holdings. These are the ETFs held in the three portfolios for the […]
Sample Carson IRR Comparisons
Before I invest too much time in entering comparison data, is the following table something readers would find useful for the Carson portfolios? I have access to all the data through October of this year and I can generate a similar table for the Jensen Alpha data for each of the three portfolios. I removed […]