Einstein is entering its fourth month operating under a new asset allocation mix of ETFs. The revised allocation is designed to withstand a major equity draw-down. Here is information on the first three months of operation. June: Loss of 0.92 percent (-0.92%) July: Gain of 1.54 percent (1.54%) August: Gain of 1.58 percent (1.58%) As readers you will see that the portfolio is … [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]
Rutherford Portfolio Review (Tranche 1): 25 August 2023
It was a rather confusing week in US equity markets with the SPX (S&P 500 Index) closing up ~0.8% over last week's close: However, Thursday was a strong down day and it may be that the apparent early week strength was a bit of a "head fake". A … [Read more]
Bullish Percent Indicators: 25 August 2023
Before beginning the BPI blogs I attempt to intuit the direction of the X and O side of the following tables. When the stock market rebounded Friday I assumed we might see a few more X's show up, particularly within the sectors. Not so as only two … [Read more]
Huygens Portfolio Review: 25 August 2023
Huygens is the portfolio scheduled for review this morning and there are a few changes in the works. To keep up with the S&P 500 I am moving this portfolio toward an equity bias. In other words, I'm building up shares in VOO, SPY, VTI, and … [Read more]
Pauling Portfolio Review: 24 August 2023
From its early days as a Dual Momentum™ portfolio the Pauling struggled to perform as expected. Without going into detailed analysis this may be one of those portfolios that was launched when the market declined and new money was added at high … [Read more]
Millikan Portfolio Review: 23 August 2023
Millikan is another Sector BPI Plus portfolio. This portfolio began as a Dual Momentum™ model portfolio and I shifted it over to the Sector BPI model as the hypothesis seemed to be stronger than the DM approach. More time and history is needed to … [Read more]
Carson Sector BPI Portfolio Review: 22 August 2023
Carson is the Sector BPI portfolio up for review this morning. In addition to updating the Carson, readers interested in knowing how to manage a Sector BPI Plus portfolio will find instructions in this blog post. Since no sectors are in the Buy or … [Read more]
Kepler Portfolio Review: 22 August 2023
Carson was the portfolio up for review this morning, but the owner withdrew cash and I don't want to review the portfolio until that transaction is complete. Therefore, I am moving the Kepler up one day for this update. The market opened mixed this … [Read more]
- « Previous Page
- 1
- …
- 112
- 113
- 114
- 115
- 116
- …
- 182
- Next Page »