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...]
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]
Bohr Sector BPI Portfolio Review: 30 October 2023
The Bohr portfolio is new to the Sector BPI investing model. Positioning the different sectors that are oversold is primarily what is happening in this review or update. There is a significant percentage in cash and that will be allocated to … [Read more]
Rutherford Portfolio Review (Tranche 2): 27 October 2023
It was a bad week for US equities with the SPX (S&P 500 Index) dropping over 2.5% from last week's close: It has also now closed below the lower 2 Standard Deviation boundary of the early 2023 bullish uptrend channel (yellow line) and the 50% … [Read more]
Carson Sector BPI Portfolio Review: 28 October 2023
Boats on the Willamette River As a follow up to the Bullish Percent Indicator (BPI) data presented earlier this morning, this review of the Carson (named after Rachel) lays out the logic an investor will use to manage a Sector BPI … [Read more]
Bullish Percent Indicators: 27 October 2023
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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