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...]
Bethe Portfolio Review: 30 May 2023
Before getting into the review of the Bethe portfolio the photo above reminds me of when Memorial Day was referred to as Decoration Day. This was a day to decorate graves, particularly of fallen war soldiers. Small towns celebrated the day with a … [Read more]
Tweaking Carson Sector BPI Portfolio: 29 May 2023
As mentioned in the most recent blog post, I'm tweaking the Sector BPI Plus investing model ever so slightly. If you move down to the second screenshot you will see that I added SPY and ESGV as additional U.S. Equity options. As with the Copernicus … [Read more]
Rutherford Portfolio Review (Tranche 5): 26 May 2023
US Equities are still having a problem getting through the resistance zone at ~4200 level - despite the strong performance of techology stocks over the past week. The S&P 500 index (SPX) had a volatile week with a small gain: that keeps US … [Read more]
Copernicus Portfolio Review: 29 May 2023
Copernicus is a Buy & Hold portfolio where the only holdings are U.S. Equities. The philosophy behind the Copernicus is to purchase shares in one of four U.S. Equities ETFs and never sell unless there is an emergency. Thus far this is the top … [Read more]
Franklin Sector BPI Plus Update: 26 May 2023
Franklin is the Sector BPI portfolio I'm examining today. Before progressing further I need to warn readers that Yahoo once again fiddled with their downloading codes so the Kipling data is not current. In fact it is a week old. This problem poses … [Read more]
Bullish Percent Indicators Recommend Change: 27 May 2023
Readers testing the Sector BPI Plus model will want to pay attention to the following Bullish Percent Indicator data as changes are recommended. Despite ending the week on an up note, the majority of the index and sector BPI recommendations are … [Read more]
Gauss Sector BPI Portfolio Review: 25 May 2023
Gauss portfolio, one of four Sector BPI accounts, is up for review this morning. The primary reason for this update is due to the Real Estate sector moving into the Buy zone. Based on yesterday's data, Real Estate dipped further into the Buy zone … [Read more]
Einstein Portfolio Review: 25 May 2023
Einstein is the Relative Security or Relative Momentum portfolio up for review this morning. For those using the Kipling spreadsheet, Yahoo changed something so the descriptions are not coming through. The prices for the Einstein are current … [Read more]
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