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Kepler Asset Allocation Portfolio Review: 11 September 2026

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...]

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Portfolio Management

Dirac 2026 Portfolio Review: 27 February, 2026

The objective of the Dirac Portfolio is to outperform the S&P 500 stocks, as represented by the SPY ETF, by rotating between sectors that make up the S&P 500 Index. Current analysis of the component sectors looks like this: with Buy or Hold recommendations for all but XLC (Communications), XLF (Financials), XLK (Technology) and XLY (Consumer Discretionary). Of these, the only ETF that I … [Read More...]

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Huygens Portfolio Review: 25 August 2023

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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

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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

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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]

Kepler Portfolio Review: 22 August 2023

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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]

Bullish Percent Indicators: 18 August 2023

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The dog days of summer are at work when it comes to U.S. Equities as we observe another down week for stocks.  All the major indexes declined in the number of bullish stocks and we are getting close to a buy in one sector.  More on this later. This … [Read more]

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