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 […]
Sample Carson Position Sizing Risk Recommendations
Based on May 24, 2019 data, below is an example of how the number of shares will be allocated to the different Carson portfolios. In this situation, $10,000 is in Cash. After updating the prices, as I will do next Friday, the Position Sizing (Auto) worksheet requires some adjustment. The Maximum Trade Position Risk percentage […]
Truncated Carson Portfolio
In response to a suggestion to reduce the number of securities in the investment quiver of the Carson, below is a possibility. The following portfolio reduces the number of ETFs from 21 down to 13 and the Maximum Number of Assets is set to five (5). Carson LRPC Recommendations: With the Model/System set to LRPC […]
Managing the Carson Portfolios
Since no portfolios are scheduled for an update today, I’ll take a little time to go over how I am managing the Carson portfolios when they are up for review on the last business day of each month. In case you missed the launch of the three Carson portfolios, search for “Carson” and you will […]
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 […]