Tomorrow is the scheduled review day for the Franklin, one of three portfolios participating in a management experiment. To review what is going on with the Franklin, McClintock, and Pauling, go to this blog post.
The review dates for the three portfolios are spread out with a separation of approximately 8 business days. When a portfolio comes up for review, as is the case with the Franklin tomorrow, I’ll only post the worksheets for that portfolio. However, I plan to evaluate the remaining two portfolios (McClintock and Pauling in tomorrow’s review) and rebalance as called for. This morning I checked the McClintock and Pauling and both call for selling at least one asset class or ETF. I’ll report those changes should the recommendations still be in effect tomorrow.
Since these portfolio contain different amounts of money and were launched at different periods, it will be necessary to compare their growth with respect to the performance of the Schrodinger. I’m using the Schrodinger as the benchmark since all three portfolios are using the Schrodinger investment quiver plus VTI as the Target Filter.
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