Kepler definitely requires more decisions than the McClintock portfolio updated a few hours ago. As one of the Relative Strength portfolios, the Kepler is following the Buy-Hold-Sell (BHS) investing model. In the following analysis I’ll show the current investment quiver, BHS recommendations, risk controls, performance data, and the latest risk ratios. One of the first […]
Kepler Portfolio Review: 2 November 2021
After over a week of travel I’m back at the blog, only to find my primary desktop computer having a tantrum. The “blue screen of death” showed up while I was working on the Kepler Excel spreadsheet. Meanwhile, on to the Kepler update. Kepler Portfolio Below is the current Kepler portfolio and there is a […]
Kepler Portfolio Review: 15 March 2022
As one of five Relative Strength ITA portfolios the Kepler holds a few equity ETFs. However, as you will see in a moment, the current recommendation is to stay free of U.S. Equities and remain 100% invested in TIPs or a Treasury Inflation Protection security. In the second screenshot readers will see the settings within […]
Kepler Portfolio Review: 25 August 2022
Of the five different investing models I use to manage and track portfolios here at ITA, the style requiring the most attention and decision making is known as Relative Strength or Relative Momentum. The Kepler, up for review today, is such a portfolio. Follow along as I walk investors through this process. Keep in mind […]