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Kepler Asset Allocation Portfolio Review: 11 September 2026

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...]

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Portfolio Management

Improving the Sector BPI Investing Model

If you were paying attention to the last screenshot of the Bethe review earlier this morning, you noticed that VTI was a negative contributing factor to portfolio performance while VOO added little to the IRR value.  Only ESGV played an important role and that was likely due to the period when it was part of the portfolio. While the Sector BPI Plus investment model is working in line with the … [Read More...]

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Schrodinger Portfolio Update: 1 November 2023

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  Early November is a good time to update the Schrodinger, a computer managed portfolio.  Since the last review Schwab, the broker that manages this portfolio, made a number of changes.  More than a few were likely driven by tax harvesting. … [Read more]

Bullish Percent Indicators: 27 October 2023

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Based on Bullish Percent Indicator data, we are in a bear market.  This despite a GDP growth rate of 4.9% in the third quarter.  Those of you managing a portfolio using the Sector BPI Plus model will find many opportunities this week as eight of the … [Read more]

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