This is the last full week for portfolio reviews in October. Coming up for updates are the following:
- Gauss, which is a Relative Strength or Relative Momentum portfolio.
- Bohr, or a Growth and Income portfolio. The Bohr leans toward a Buy & Hold approach so the goal is to not sell anything. Just continue to reinvest dividends from the income side of the portfolio.
- The third portfolio scheduled for review is the Kepler. This portfolio is also a Relative Strength-Momentum portfolio.
- The fourth reviews are the Carson Trio. Normally I would update them on October 31st, but I have a major conflict that day so I plan to update these three portfolios on the Friday the 28th. The Carson portfolios are also Relative Strength-Momentum portfolios. Where they differ from the Gauss and Kepler is that each uses a different system within the Relative Strength-Momentum model. If this is not clear, just reply with a question.
That will do it so look for a busy week here at ITA. Next week HedgeHunter will post all his reviews as well. During the first week of November I will examine the Franklin, Huygens, and Schrodinger.
Questions and comments are always welcome.
Lowell