Kepler is the asset allocation portfolio scheduled for a review this morning. The current lineup of ETFs is only three months old so we have little data as to whether this new asset allocation mix will improve the historically poor performance of the Kepler. As currently constructed the portfolio will throw off approximately 4.0% in dividends, and that is without the portfolio being in … [Read More...]
Gauss Sector BPI Portfolio Review: 15 December 2023
Gauss just passed birthday number one as a Sector BPI portfolio. How well has the portfolio performed vs. the S&P 500 on both an absolute scale (Information Ratio) and a risk adjusted basis(Jensen Performance Index)? Both measurements are … [Read more]
Millikan Sector BPI Portfolio Review: 14 December 2023
Millikan is the portfolio up for review this morning and I have a full (five screenshots) update awaiting readers. If you missed the sector update posted earlier this morning, check it out here. The next portfolio sector report update will occur … [Read more]
Analyzing Sector Investing Model Sector By Sector: 13 December 2023
How well is the Sector BPI investing model performing is a cogent question? Carson is the oldest portfolio using this investing model and it is less than two years old. Other portfolios were gradually switched to this model as the data began to … [Read more]
Carson Sector BPI Portfolio Review: 13 December 2023
Wow! What a good day for U.S. Equities. How did the Carson portfolio, one of 13 Sector BPI accounts, perform compared to the S&P 500? When last check the BPI data six sectors were overbought. They are: Financial, Health, Industrial, … [Read more]
Copernicus Update: 11 December 2023
Next to the Schrodinger portfolio the Copernicus is the easiest to manage. In addition, the Copernicus is the top performer so that tells us something. Keep it simple. With the Schrodinger, all one does is electronically transfer money from a … [Read more]
Rutherford Portfolio Review (Tranche 4): 8 December 2023
It was the second straight week of trading in a narrow (~50 point) range and below the important 4600 level in the S&P 500 US Equity index (SPX) although the index did move slightly through the prior pivot high intra-day on Friday but closed … [Read more]
Bullish Percent Indicators: 8 December 2023
Based on Bullish Percent Indicator (BPI) data this past week was a modest success. All major indexes that cover U.S. Equities are currently positive and all sectors with one exception either held even or moved up the bullish scale. Two sectors are … [Read more]
Franklin Sector BPI Portfolio Review: 8 December 2023
This update of the Franklin will be short as only one change is in the offing and that has to do with a single sector (VHT). More on this later. The first thing I did before starting this review was to update all the sector Bullish Percent … [Read more]
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