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...]
Portfolio Performance Comparisons: 1 September 2023
Since it has been a number of weeks since the last performance comparison update, a few explanations are in order. The portfolios are broken into groups depending on the investing model. Several portfolios are moving to different investing … [Read more]
Kahneman-Tversky Portfolio Review: 1 September, 2023
The Kahneman-Tversky (K-T) Portfolio is a simple Dual Momentum (DM) portfolio with a choice of only one ETF from a total of 3. It therefore requires very little time/effort to manage the portfolio. The only twist to this portfolio is that it is split … [Read more]
Darwin Portfolio Review: 1 September 2023
The Darwin Portfolio is one of my portfolios that I don't normally adjust too often. It holds 5 ETFs that represent 5 of the major asset classes and allocations are based on Risk Parity such that risk (as measured by volatility) is limited to 3% per … [Read more]
Rutherford Portfolio Review (Tranche 2): 1 September 2023
The past week was a bullish week for US equities: with SPX showing a 2.5% gain on the week. We have bounced nicely off the lower 1 SD boundary of the bullish channel and the 4300 support area and headed for the centre line - that is encouraging. … [Read more]
Bullish Percent Indicators: 1 September 2023
We need more weeks like this one as all indexes increased or held even in the percentage of bullish stocks. Nearly all sectors also improved during the week. Two sectors, Staples and Utilities, merit watching as both are close to the oversold … [Read more]
Bethe Portfolio Review: 31 August 2023
Bethe is a portfolio in transition from an income oriented emphasis to the Sector BPI Plus investing model. Bethe currently holds three Closed-End-Funds and limit orders are in place to sell those holdings. When this happens the Kipling spreadsheet … [Read more]
Carson Sector BPI Portfolio Review: 29 August 2023
Stocks are off to a smart start today and this is where the "Plus" part of the Sector BPI Plus investing model patch is working its will. If you recall, the original Sector BPI portfolio would have us lounging in cash under these market conditions … [Read more]
Schrodinger Portfolio Review: 28 August 2023
Schrodinger is the passively managed portfolio up for review this morning. As a Robo Advisor or computer managed portfolio the owner of this portfolio does nothing except save or withdrawal from the account. On rare occasions the Stock/Bond ratio … [Read more]
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