Tomorrow is the scheduled day for the Galileo update. In preparation for that review I ran a ranking of the ETFs used as possible investments and found that VEU dropped below SHY in performance. That does not pose a problem as I am holding a mere five (5) shares of VEU in the Galileo. Other […]
Galileo Portfolio Review: 2 June 2014
First on the list to be reviewed in June is the Galileo Portfolio. Followers of the Galileo will find a Dashboard that is close to being in balance. The ETF ranking table matches the one posted on the blog this morning as the data is still from 5/30. The Cluster Weighting Momentum analysis screens on […]
Two Looks at Galileo Tranche Model
Based on recent discussions surrounding the weights to assign to ROC1 and ROC2, I updated the Tranche spreadsheet for the Galileo portfolio using the following. In the first screenshot (Model 1) the weights are set as follows. ROC1 = 50% ROC2 = 30% TLT and BIV are tied for the number one spot. In the […]
Galileo Portfolio: A Dual Momentum Model
In contrast to the Weisskopf, reviewed moments ago, the Galileo requires a bit of management. However, with help from the Kipling spreadsheet, this is easy to accomplish. The Galileo portfolio is one of the TD Ameritrade accounts that is in transition from the old commission free ETFs over to the new list. However, I will […]
Galileo Portfolio Review: Two Different Look-Back Periods
Today is the regular schedule for updating the Galileo. I thought about skipping this review as the Galileo is small and the default look-back setting (shown in the first screenshot) provide the same recommendation as last month. Using the default settings shown below, the recommendation is to keep 100% of the portfolio invested in SPTM […]
Galileo Review: A Dual Momentum Model
Dual Momentum (DM) portfolios are a piece-of-cake to analyze, particularly in months where there are no changes. Such is the case with the Galileo this September. Check out the recommendation below and see if it matches your DM portfolio recommendation. Galileo Dual Momentum Recommendation The Galileo investment quiver includes a few ETFs and/or asset classes […]
Galileo Portfolio Review: 6 August 2020
A market rise yesterday indicates the U.S. equities market continues to run on FED infusion fumes. Deficit spending continues to power this market. What will happen when the faucet is turned off and a scissor is taken to the government credit card? While there is a lot to worry about, the review of the Galileo […]
Galileo – Benchmark Comparisons: First Draft
As mentioned in the prior blog post, the IAM developers programmed an option so I am able to create a spreadsheet where one can compare portfolio performance with benchmark returns over the life of the portfolio. This is a first draft of the Galileo vs. benchmarks. Galileo vs. Several Benchmarks In this first screenshot I […]