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...]
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]
Pauling Sector BPI Portfolio Update: 6 December 2023
Since there are no purchase recommendations and all the appropriate TSLOs are in place, this is a quick update of the Pauling to check on the direction of the portfolio. Is the portfolio moving in the right direction? In other words, is the Sector … [Read more]
Bethe Sector BPI Portfolio Review: 5 December 2023
Since the last Bethe update VGT hit the 3% TSLO. In fact all shares of Technology were sold out of the portfolio just yesterday. The sale of VGT leaves Bethe with over $9,000 in cash. What to do with this money is explained later in the … [Read more]
Hawking Portfolio Review: 1 December 2023
The Hawking Portfolio is another portfolio that I haven't reviewed for some time (4 months) - so it's about time for an update. The Hawking is essentially a Buy-And-Hold portfolio built from Closed-End-Funds (CEFs) that doesn't require much … [Read more]
Kahneman-Tversky Portfolio Review: 1 December, 2023
The Kahneman-Tversky (K-T) Portfolio is another simple portfolio that requires very little attention and few adjustments. No adjustments have been made in the past 3 months since the last review on this site. Performance to date looks like … [Read more]
Darwin Portfolio Review: 1 December 2023
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
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]
Huygens Sector BPI Portfolio Review: 4 December 2023
Even though limited transactions are planned, I am going to walk through a complete analysis of the Huygens as it has been some time since I've done so with any of the Sector BPI portfolios. Huygens is new to the Sector BPI investing model so pay … [Read more]
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