“Pay tax on what you take, not what you make.” – Warren Buffett
Gauss is the portfolio up for review this morning. Simplicity is the direction I’m moving with this Sector BPI portfolio as well as the other portfolios I track here at ITA. Eventually ESGV, VEA, and VWO will be removed leaving the eleven sector ETFs as well as VTI and VOO.
This is a quick review as no major recommendations are in the works from the BPI data.
Gauss Security Holdings
Below is the current investment quiver and holdings for the Gauss. I missed out on fully populating Utilites (VPU) when it was oversold.
Gauss Manual Risk Adjustments
The plan is to sell all shares of ESGV using a TSLO. Limit orders are in place to purchase more shares of VTI and I may have one or two limit orders in to add even more shares of VOO.
It is my understanding that Vanguard reports VTI and VOO still have expense ratios of 3 basis points. It appears as if Yahoo has it wrong when they report values of one basis point.
Gauss Performance Data
Since 12/31/2021 the Gauss has a slight performance edge on SPY, the S&P 500 benchmark I use with all ITA portfolios. SPY is the most difficult benchmark to top so why not aim for the top.
Gauss Risk Ratios
While it is very early in March, there is a slight improvement in the Jensen Alpha measurement since February. The slope of the Jensen is flat. The one goal is to move the slope into positive territory. We need to clear the 1.47 April value before that is likely.
Gauss Sector BPI Portfolio Update: 3 January 2024
Tweaking Sector BPI Plus Investing Model: Part II
Tweaking Sector BPI Plus Model: 20 May 2023
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