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...]
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 … [Read more]
Bethe Sector BPI Portfolio Review: 6 November 2023
After spending the past few weeks repositioning several portfolios, Bethe being one, security transactions should decrease over the next few months. A strong stock market last week pushed several sectors out of the oversold zone leaving only Staples … [Read more]
Rutherford Portfolio Review (Tranche 3): 3 November 2023
It was a very bullish week in the US Equity markets with the SPX (S&P 500 Index) closing up 5 days in a row and ~6% higher than last week's close: We are now sitting at the top of the 1 SD boundary of the shorter-term downtrend channel and back … [Read more]
Bullish Percent Indicators: 3 November 2023
Based on Bullish Percent Indicator data this past week was an excellent one for U.S. Equities. This week was the time to be fully invested as all indexes and sectors moved up. … [Read more]
Einstein Sector BPI Portfolio Review: 3 November 2023
If you missed my Comment attached to the most recent BPI post, reference it now as there are a few BPI data changes due to the positive market movement over the past few days. This review of the Einstein will reflect these changes. The current … [Read more]
Huygens Sector BPI Portfolio Review: 2 November 2023
Huygens is another ITA portfolio in a state of flux as I'm transitioning over to the Sector BPI investing model. One more CEF is up for sale and that security is KYN. SPE was sold out of the portfolio this morning. … [Read more]
Schrodinger Portfolio Update: 1 November 2023
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]
Franklin Sector BPI Portfolio Update: 30 October 2023
After the market opened this morning I proceeded to reallocate and/or rebalance the Carson, Bohr, and now the Franklin portfolios. Not all limit orders were struck, but all three portfolios are set to finish out 2023 without too much further … [Read more]
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