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Huygens Portfolio Review: 31 July 2026

Huygens is the asset allocation portfolio scheduled for review this morning.  Since I first started this blog shares of GLDM and IAU were sold and the money was reinvested in short-term treasuries, SCHO.  This move will lower the portfolio beta which in turn will elevate the Jensen Alpha value. Huygens Asset Allocation Model Limit orders are in place to purchase more shares of VTI and VYM.  … [Read More...]

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Kahneman-Tversky Portfolio Review: 7 July, 2023

The Kahneman-Tversky Portfolio is a simple Dual Momentum portfolio that invests in only one asset in each portion of a 2-split portfolio where the split is based on different look-back periods to measure Momentum. The Kahneman portion uses a single 252-day lookback period to measure momentum - and this reacts slowly to changes in market behavior. The Tversky portion of the portfolio uses 60- and … [Read More...]

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Bohr Portfolio Review: 21 July 2023

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Bohr is the scheduled portfolio up for review this morning, and like the Bethe, it is in a state of flux as I'm shifting toward a growth oriented portfolio.  The goal is to move the return performance closer to that achieved by the Copernicus and … [Read more]

Millikan Sector BPI Update: 20 July 2023

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Millikan is the Sector BPI portfolio up for review this morning and the strong equities market is providing a boost to this portfolio.  As a relatively new investing model the Sector BPI approach is still operating under the microscope.  Consider … [Read more]

Huygens Portfolio Review: 17 July 2023

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In the process of reviewing the Huygens there are a few significant items to bring to readers attention.  I'm gradually shifting the income model over to a growth model.  This may take a few months as I don't want to sell off the CEFs at a … [Read more]

Bullish Percent Indicators: 14 July 2023

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Investors employing the Sector BPI Plus model will find useful information in the follow Bullish Percent Indicator data.  Looking at the index information we see a U.S. stock market driven by large-cap stocks.  Small- and mid-cap stocks are … [Read more]

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Portfolios coming up for review.  Millikan, McClintock, Huygens, Bohr, Schrodinger, Bethe, Franklin, and Pauling are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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