Rebalancing continues within the Bohr portfolio as a number of asset classes are still out of balance to the low side. I continue to hold a large percentage of short-term treasuries as there will be better buying opportunities in the future, unless the Shiller CAPE and Buffett Indicator ratios are providing false signals for the first time since 1950. The Bohr has been a poor performer and will … [Read More...]
Bethe Portfolio Review: 31 August 2023
Bethe is a portfolio in transition from an income oriented emphasis to the Sector BPI Plus investing model. Bethe currently holds three Closed-End-Funds and limit orders are in place to sell those holdings. When this happens the Kipling spreadsheet … [Read more]
Carson Sector BPI Portfolio Review: 29 August 2023
Stocks are off to a smart start today and this is where the "Plus" part of the Sector BPI Plus investing model patch is working its will. If you recall, the original Sector BPI portfolio would have us lounging in cash under these market conditions … [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]
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