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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

Franklin Sector BPI Portfolio Update: 8 July 2023

  As a followup to the BPI data posted earlier this morning, updating the Franklin will explain to ITA readers how one handles the sale of VNQ.  Real Estate BPI data recommended selling all shares a few weeks ago.  When the sell signal showed up I set a Trailing Stop Loss Order for VNQ.  The sale turned into a profit. Franklin Investment Quiver Below is the investment quiver for the … [Read More...]

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Bullish Percent Indicators: 14 July 2023

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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]

Bethe Portfolio Update: 13 July 2023

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In addition to updating the Bethe portfolio, this account is undergoing significant changes.  Simplification of the holdings is coming with the hopes of reducing portfolio churning while increasing the return/risk ratio.  Numerous limit orders are in … [Read more]

Pauling Portfolio Review: 12 July 2023

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While the Pauling was not scheduled for review today, the large percentage of cash in the portfolio required some attention.  This portfolio is either the poorest or next to the poorest performer of all the ITA portfolios.  That is another reason to … [Read more]

Copernicus Portfolio Review: 11 July 2023

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Now that we are well into July and all second quarter dividends are reported, it is time to update the ITA portfolios and record those dividends.  Dividends are in short supply for the Copernicus as this is a growth oriented portfolio, not an income … [Read more]

Kepler Portfolio Review: 10 July 2023

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Kepler is the portfolio up for review this morning.  Committed readers of this blog likely noticed that over the past several months I've been simplifying most of the portfolios.  When the last performance table was posted three portfolio investment … [Read more]

Hawking Portfolio Review: 7 July 2023

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The Hawking Portfolio is an "Income" portfolio built from Closed-End-Funds (CEFs) with distribution yields in excess of 8%. The portfolio needs very little maintenance other than to re-invest dividends so as to optimize geometric returns. Current … [Read more]

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