What to do with a poor performing portfolio? Advice to the owner of the Einstein is to continue to add money to the portfolio and work toward keeping the various asset class close to target. Instead of concentrating on the Internal Rate of Return, focus on the Jensen Alpha and Information Ratio. Einstein Security Holdings The asset allocation model is set up to resist a market draw-down. It … [Read More...]
Rutherford Portfolio Review (Tranche 4): 23 June 2023
It wasn't a great week for US equities with the S&P 500 Index pulling back from the 1SD upper boundary of the uptrend channel: It still looks possible for US equities to pull back to the potential support zone at ~4300 but, in comparison with … [Read more]
Bullish Percent Indicators: 23 June 2023
While this past week was purported to be one of the weakest weeks for equities since last March, the Bullish Percent Indicators paint a slightly less pessimistic picture. While every major index, with exception of the two Dow indexes, … [Read more]
Huygens Income Portfolio Review: 22 June 2023
Huygens is an income oriented portfolio built around high income Closed-End-Funds (CEFs). Other than generating income, the performance is lack luster, thus requiring some special attention after the second quarter dividends are paid out. As cash … [Read more]
Bohr Portfolio Review: 22 June 2023
When last analyzed for performance the Bohr ranked #11 overall. The Internal Rate of Return (IRR) is too far below that of the Schrodinger (passively managed) to be permitted to languish. Therefore, over the next several months the Bohr will … [Read more]
Schrodinger Portfolio Review: 21 June 2023
Schrodinger is the easiest portfolio to both manage and review. There is little to do except save as all the investing is done by the Schwab computers. Since the last review the owner of this portfolio added cash and that money was allocated to the … [Read more]
Gauss Sector BPI Plus Portfolio Review: 20 June 2023
Gauss is another Sector BPI Plus portfolio (one of four) so the analysis of this account follows the same logic laid out in the Carson blog posted yesterday. As you will recall, two sectors are overbought and they are: Technology and Industrial. I … [Read more]
Carson Sector BPI Plus Portfolio Review: 19 June 2023
Opening a busy week of portfolio reviews I figured the Carson would not need much attention as the Bullish Percent Indicator data last Saturday called for a TSLO to be placed on VIS and that would be it. This morning I found that the owner of the … [Read more]
ITA Portfolio Performance Comparisons: 16 June 2023
The following table includes ITA portfolio performance data as of June 16th. Since the last update the portfolios have shown improved IRR values, while the S&P 500 took an even larger leap forward. I'll point out a few things to keep in mind as … [Read more]
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