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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

Gauss Sector BPI Portfolio Review: 13 February 2024

Gauss is another portfolio last reviewed in January so I am bringing it into the February fold with this update.  As readers will see in the security holding worksheet, I've added VEA and VWO as potential options.  These international equities add diversity to the Gauss Sector BPI portfolio.  Neither VEA or VWO are currently recommended for purchase. … [Read More...]

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Darwin Portfolio Review: 4 August 2023

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The Darwin Portfolio is an "all-weather" portfolio that it adjusted, as necessary, on the basis of risk parity. Performance to date looks like this: 0r, in stacked format: The discontinuities in the graphs correspond to allocation … [Read more]

Bullish Percent Indicators:

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August opened with a poor week for U.S. equities.  All the major indexes are down while sectors are a mixed bag.  When working through the following tables, check the right-hand side (X's and O's) for a peek into broad market action and use the … [Read more]

Bethe Portfolio Review: 4 August 2023

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Bethe is the portfolio scheduled for review this 4th day of August.  Over the next few weeks or perhaps months readers will see this portfolio transition from a growth-income portfolio to another Sector BPI Plus investment model.  The primary reason … [Read more]

Kepler Portfolio Update: 2 August 2023

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Kepler is another portfolio where I am setting up the investment quiver so securities will come close to matching the performance of the S&P 500 while providing some downside protection when bear markets occur.  As readers will see in a moment, … [Read more]

McClintock Portfolio Review: 1 August 2023

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McClintock is the portfolio scheduled for review as we open up August.  Think of this data current as of July 31 rather than August 1st.  Over the past year I've consolidated the number of ETF options from nearly 40 down to ten.  From the ten I … [Read more]

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