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Last Post by Lowell Herr 3 years ago
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 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 12 years ago
Posts: 668
Topic starter October 23, 2022 5:17 AM  

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



   
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