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...]
Bohr Portfolio Review: 21 July 2023
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]
Charitable Contributions Using Tax-Deferred Account
When one reaches the age were Required Minimum Distribution (RMD) goes into effect it is wise to alter where charitable contributions originate. In this blog I will explain why writing contribution checks on a tax-deferred account makes more sense … [Read more]
Millikan Sector BPI Update: 20 July 2023
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]
Carson Sector BPI Portfolio Update: 19 July 2023
As the oldest Sector BPI portfolio the Carson is the portfolio to watch if you are at all interested in this unique investing model. Before starting this blog entry I updated the Bullish Percent Indicator data for the different sectors and several … [Read more]
Huygens Portfolio Review: 17 July 2023
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]
Rutherford Portfolio Review (Tranche 3): 14 July 2023
Despite a pullback on Friday it was a bullish week in US equities with prices closing ~2.7% higher than last week's close and still sitting at the upper 1 SD boundary of the uptrend channel with volatility at it's lowese level in the past 12 … [Read more]
Bullish Percent Indicators: 14 July 2023
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]
Gauss Sector BPI Portfolio Review: 14 July 2023
Gauss is the Sector BPI Plus portfolio up for review this morning. A month or so ago I added a "tweak" to the original Sector BPI model in an effort to patch up what was a likely problem when a sector was sold and then returned to the overbought … [Read more]
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