Bohr is another portfolio that is undergoing asset allocation changes resulting in simplification. In this case the portfolio is made up of ten (10) different asset classes plus cash or a money market. One change reader will see is moving more money from SCHO to SGOV so at to shorten the term of these treasury ETFs. With the Bohr I am using VEA and VWO for international exposure instead of … [Read More...]
Millikan Sector Portfolio Review: 5 January 2023
Millikan is the portfolio up for review this morning. As weeks and months pass more and more historical data is added to mounting evidence as to the viability of the Sector BPI investing model. This review adds another piece to the puzzle. Do to a … [Read more]
Carson Sector BPI Portfolio Review: 4 January 2024
Yellowstone National Park January is off to a slow start when it pertains to U.S. Equities. As a result numerous sector ETFs have been sold out of a number of ITA portfolios. This leaves considerable cash lying around requiring some action. This … [Read more]
Gauss Sector BPI Portfolio Update: 3 January 2024
Jeffrey Pine atop Sentinel Dome in Yosemite National Park - circa 1972 from scanned slide. This tree died in the late 1970s. While it is early to update the Gauss, I received numerous notices today that shares of several sector ETFs hit their TSLO … [Read more]
Franklin Portfolio Review: 3 January 2024
Despite the small size, the Franklin portfolio receives the same attention as the larger portfolios. The same methods are used to manage this Sector BPI portfolio as with all other sector BPI portfolios. Readers interested in the Sector BPI model … [Read more]
Huygens Sector BPI Portfolio Review: 2 January 2024
Huygens is the first portfolio I am reviewing this year. Therefore, pay little or no attention to the January Risk Ratio data as January data is the same as that for December. I will update this portfolio sometime later in January in order to … [Read more]
Happy New Year 2024
Happy New Year … [Read more]
Darwin Portfolio Review: 29 December 2023
At the end of 2023 the Darwin Portfolio is showing a profit of 17% (16.4% annualized IRR) since inception in November 2022. This is not as good as the return on the S&P 500 Index (up 18.5% over the same period) but beats the performance of a … [Read more]
Rutherford Portfolio Review (Tranche 3): 29 December 2023
It was a quiet, holiday shortened, week in the markets with the S&P 500 Index drifting slightly higher by ~0.3% toward the all-time highs of 2 years ago of ~4800 in the SPX: However, Santa could not pull us through the strong resistance at this … [Read more]
- « Previous Page
- 1
- …
- 99
- 100
- 101
- 102
- 103
- …
- 187
- Next Page »