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...]
McClintock Dual Momentum Portfolio Review: 9 June 2023
McClintock and Pauling are the two remaining portfolio managed using the Dual Momentum™ model. Since the last McClintock review I moved the look-back period back to the "default" settings of 60- and 100-trading days. This information shows up in … [Read more]
Pay Attention to Fees: 8 June 2023
While I've written about management fees in prior blogs, it is useful to think about them again as fees can easily leave an "endowment" on the doorstep of an active manager. A few readers will remember load funds where the cost to gain access to a … [Read more]
Franklin Sector BPI Portfolio Review: 8 June 2023
In the early years of the Franklin this was a Dual Momentum™ portfolio or should I say it was managed using the DM model. Dissatisfied with performance I moved the Franklin over to the Sector BPI investing model. While it is still too early to know … [Read more]
Schrodinger Computer Manage Portfolio Update: 7 June 2023
Normally I don't review a portfolio this quickly since the last update, but the owner of the Schrodinger added new money so the portfolio could be tax managed. According to Schwab's website an Intelligent Portfolio, of which the Schrodinger is an … [Read more]
Copernicus Portfolio Review: 7 June 2023
Portfolios fall into two major categories, actively managed or passively managed. The Copernicus portfolio is of the latter variety as the plan is to invest only in U.S. Equities. Only add or purchase Exchanged Traded Funds (ETFs) and only sell in … [Read more]
Kahneman-Tversky Portfolio Review: 2 June, 2023
The Kahneman-Tversky Portfolio is a simple Dual Momentum (DM) portfolio with a fast/slow (short look-back/long look-beack) twist. We'll look first at the performance to date: where we see that we are a little behind our AOR benchmark. So, we'll … [Read more]
Huygens Income Portfolio Review: 5 June 2023
Over the next few months watch for possible changes in how the Huygens is managed. I'm less than impressed with the income approach, particularly as there are signs U.S. Equities may be ready for a positive run. This particular portfolio is housed … [Read more]
Darwin Portfolio Review: 2 June 2023
The Darwin Portfolio is an "All-Weather" portfolio with a dash of volatility. Performance to date (since lowering volatility target levels last November) looks like this: The large "jumps" correspond to periodic allocation adjustments to risk parity … [Read more]
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