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Bohr Portfolio Update: 1 October 2026

Rebalancing continues within the Bohr portfolio as a number of asset classes are still out of balance to the low side.  I continue to hold a large percentage of short-term treasuries as there will be better buying opportunities in the future, unless the Shiller CAPE and Buffett Indicator ratios are providing false signals for the first time since 1950.  The Bohr has been a poor performer and will … [Read More...]

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Gauss Sector BPI Plus Portfolio Review: 20 June 2023

Gauss is another Sector BPI Plus portfolio (one of four) so the analysis of this account follows the same logic laid out in the Carson blog posted yesterday.  As you will recall, two sectors are overbought and they are:  Technology and Industrial.  I don't recall holding any shares in Technology (VGT) since launching this sector model so no action is required for this sector.  The Gauss holds 30 … [Read More...]

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Darwin Portfolio Review: 1 December 2023

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The Darwin Portfolio is a portfolio that I try not to adjust too often and it has been 3 months since I last posted a review of this portfolio so it's time to take a look at how it has been performing in that time period. The Darwin Portfolio uses … [Read more]

Einstein Portfolio Review: 4 December 2023

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Einstein is another Sector BPI portfolio I'm updating today.  Since no sectors are oversold there are no transitions anticipated.  Several limit orders in place to pick up shares of VOO and one order was struck while writing this blog.  That purchase … [Read more]

Schrodinger Portfolio Review: 1 December 2023

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Are you looking for a portfolio that requires no decisions?  If so, the Schrodinger is for you.  This portfolio was initially set up to answer the question - "Who Will Manage the Family Portfolio When I Die?  The following analysis of this Robo … [Read more]

Pauling Checkup: 30 November 2023

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As one of the poorest performing portfolios, based on Internal Rate of Return (IRR) data, we need to rely on trends to see if the Pauling is improving since the switch was made to the Sector BPI investing model.  Keep in mind the Pauling has only … [Read more]

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