Van Gogh “visits” Oregon
Based on the BPI data from this past week, nothing is required of the Gauss Portfolio. As you see in the first slide below, Utilities (VPU) calls for a 15% position and the current position percentage is 14.9%. Utilities is the single sector in the over-sold zone.
Gauss Sector BPI Investment Quiver and Holdings
Cash is the primary position of the Gauss. This is the place to be should the market decline. But that is an unknown so I have limit orders in place to add to the SHV position. 28% is more than sufficient for SCHP as this TIP has been a tad more volatile than I prefer.
Gauss Performance Data
Over the past 14 months the Gauss exactly matches the annualized IRR value of the AOA benchmark. When last reviewed the Gauss showed a slim margin over AOA. See the link at the bottom of the page.
Gauss Risk Ratios
Since we are early in March, don’t pay too much attention to the last column on the right. We are still very early working with the Sector BPI portfolios and this investment experiment. It will take several more months and a few Buy/Sell cycles before we know how to evaluate the Sector BPI model.
The Argument for Self-Management
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