Gauss is the portfolio up for review today. The owner of this portfolio is not contributing significant amounts of cash each month so the re-balancing will need to come from dividends and interest income. Gauss is a very conservative portfolio as one can see from the low beta value of 0.27. Conservative is defined in this case as low volatility. … [Read More...]
Franklin Sector BPI Portfolio Review: 4 June 2025
Franklin is the Sector BPI portfolio up for review. Included in this blog post is evidence of the viability of the Sector BPI investing model. Based on all the uncertainty surrounding the current administration I will be making some slight changes … [Read more]
Bohr Portfolio Review: 4 June 2025
As with several other ITA portfolios, capital preservation is of significant importance to the owner of the Bohr portfolio. As a result there is a willingness to give up potential returns during these uncertain times. The on again, off again tariff … [Read more]
Copernicus Portfolio Review: 2 June 2025
While this review of the Copernicus portfolio occurs in June, the data more appropriately belongs to May. Take that into consideration as you read this update. As followers of this portfolio know, this is a passive portfolio that focuses on … [Read more]
Selecting Closed End Funds (CEFs)
Thanks to Lee Cash, more information is available when it comes to identifying which CEFs to include in a portfolio. Below are the two primary screens I will be using in the future to aid in the selection of CEFs. The first Internet source [CEF … [Read more]
Bullish Percent Indicator: 30 May 2025
It has been several weeks since I last posted Bullish Percent Indicator (BPI) data. No changes were recommended during this period, but this week the Communications sector moved into the overbought zone. Portfolios holding VOX were alerted to … [Read more]
Gauss Portfolio Review: 28 May 2025
Gauss is another portfolio using a truncated asset allocation model or one where very few ETFs are used to populate the portfolio. In other words - Keep it simple. In keeping with caution in this uncertain economic environment, I placed a 4.5% … [Read more]
Millikan Portfolio Review: 27 May 2025
On again, off again tariff threats are constantly roiling the stock and bond markets. This morning the direction happens to be to the upside. When in a dark room filled with furniture - stand still. That is the attitude businesses have as it is … [Read more]
Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 1: Outline of New Structure and Strategies to be Used
Over the years we have described a number of systems for portfolio construction and management that might be considered by anyone interested in spending a little time to manage their own money. These vary from very simple “Buy-and-Hold” portfolios, … [Read more]
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