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Bohr Portfolio Update: 1 October 2026

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...]

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Portfolio Management

McClintock Sector BPI Portfolio Review: 11 October 2024

McClintock is approaching one-year as a Sector BPI portfolio.  As one of the younger BPI portfolios it has not been through many sector buy and sell cycles. Since the last update shares of VCR and VDC were sold out of the McClintock so cash is available to add to VTI and/or VOO.  No sectors are oversold so there are no new buying opportunities among the eleven sectors. … [Read More...]

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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]

Bohr Portfolio Review: 16 August 2023

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Bohr is a portfolio in transition as I am shifting toward the Sector BPI Plus investing model.  It will take time as the Closed-End-Funds are set to sell using limit orders and it might be weeks before they reach the limit price.  Should any of the … [Read more]

Einstein Portfolio Review: 15 August 2023

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Here we are in the middle of August and summer is "shouting" at Portland residents.  It is unusual to experience multiple days of 100+ temperatures, but that is where we are this week. Einstein is the portfolio up for review and few changes are … [Read more]

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