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...]
Bethe Portfolio Review: 28 September 2023
As the third quarter comes to a close I am updating a few portfolios before 33 calendar days expire so as to record September data for all the risk ratios. Bethe, Huygens, and Pauling are the three remaining portfolios that need to be updated. … [Read more]
Kepler Portfolio Review: 28 September 2023
Unlike the recent Sector BPI portfolio updates, the Kepler is struggling to keep up with the SPY benchmark. Just last May the Kepler investment quiver was more complicated. Over the summer I've simplified the portfolio in hopes of closing the gap … [Read more]
Franklin Sector BPI Portfolio Update: 27 September 2023
Like the Carson, which I reviewed yesterday, the Franklin is one of six Sector BPI Plus portfolios. This investing model is rather new and unique to the ITA Wealth Management site. At least I've not found anything quite like it on the Internet. … [Read more]
Carson Sector BPI Portfolio Review: 26 September 2023
Before updating the Carson I checked to see if any new Bullish Percent Indicator (BPI) revelations emerged since the last update. No changes showed as Discretionary, Staples and Health remain in the oversold zone. As the oldest Sector BPI Plus … [Read more]
Bohr Portfolio Review: 25 September 2023
Bohr poses interesting investing decisions as the investing model for this portfolio is migrating toward the Sector BPI Plus style. What to do with all the Closed-End-Funds (CEFs) is the primary question, particularly as we are closing out the third … [Read more]
Copernicus Portfolio Review: 25 September 2023
Copernicus continues to be the top performing portfolio since 12/31/2021 and it requires little investing knowledge. All the investor does is save and invest in U.S. Equities. The plan is to never sell - unless there is an emergency. … [Read more]
Rutherford Portfolio Review (Tranche 1): 22 September 2023
We finally got that inevitable breakout from the pendant pattern that has been setting up for a month or so - resulting in a 3% downside move in US equities over the past week and leaving us sitting at ~4300 in the SPX (S&P 500 Index) and at the … [Read more]
Schrodinger Portfolio Review: 23 September 2023
Schwab rarely re-balances their Intelligent Portfolios, of which Schrodinger is one. The computer model called for a few adjustments and these are included in the following review. Adding shares of MUB is one of the major changes that … [Read more]
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