What to do with a poor performing portfolio? Advice to the owner of the Einstein is to continue to add money to the portfolio and work toward keeping the various asset class close to target. Instead of concentrating on the Internal Rate of Return, focus on the Jensen Alpha and Information Ratio. Einstein Security Holdings The asset allocation model is set up to resist a market draw-down. It … [Read More...]
Gauss Portfolio Review: 11 September 2023
Action is required for not only the Gauss portfolio, but the other Sector BPI Plus portfolios as three sectors are flashing Buy signals. Those three sectors are: Consumer Discretionary (VDC), Health (VHT), and Utilities (VPU). Utilities was … [Read more]
Rutherford Portfolio Review (Tranche 3): 8 September 2023
It was a weak performance in the US equity markets after the Labor Day week-end with the SPX (S&P 500 Index) down ~1.5% from last week's close: This leaves prices in a pendant pattern bounded by the upper 2 SD boundary of the short-term bearish … [Read more]
Bullish Percent Indicators: 8 September 2023
It did not require much intuition this week to determine the direction of the major indexes and sectors of the U.S. equities market. However, a few surprises and opportunities show up within the sectors and action will need to be taken on Monday for … [Read more]
Millikan Sector BPI Plus Portfolio Review: 8 September 2023
Millikan is another Sector BPI Plus portfolio that is meeting expectations. If you are a new reader, check past blog posts on the Sector BPI investing model or keep reading the Sector BPI portfolio reviews that show up nearly every week. We use … [Read more]
Carson Sector BPI Portfolio Review: 7 September 2023
Before beginning this review of the Carson I checked the sector Bullish Percent Indicator (BPI) data since Utilities moved into the oversold zone on Tuesday. Here we are on Thursday and Utilities is still positioned at 30% bullish or recommending a … [Read more]
Einstein Portfolio Review: 6 September 2023
Einstein is one of the portfolios where I am focusing on equities, but with bond options when equities are out of favor. As readers will see in a moment, no securities are in "full bloom" at the moment. Several are in Hold mode. No Buy options are … [Read more]
Franklin Portfolio Review: 5 September 2023
Franklin is another Sector BPI Plus portfolio where we use sector ETFs as the primary security source based on information that comes out of the Bullish Percent Indicator data. At this time no sectors are listed in the oversold zone and we already … [Read more]
Copernicus Portfolio Review: 4 September 2023
With markets closed due to Labor Day, this seems like an appropriate time to review the Copernicus portfolio as no sell decisions are required. As readers will recall, the Copernicus is the portfolio where we continue to purchase U.S. Equities as … [Read more]
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