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...]
Carson Sector BPI Portfolio Review: 22 May 2023
Carson, one of four Sector BPI Plus portfolios, is the account up for review this Monday morning. After correcting for the Telecom/Communications BPI error, no sectors are recommended for purchase. Sector BPI managers are most likely holding shares … [Read more]
Schrodinger Portfolio Review: 22 May 2023
Schrodinger is a small test portfolio I started for a friend a number of years ago to answer the question, "Who will manage the family portfolio when I die?" It is not unusual for one member of a family to handle the finances - at least the … [Read more]
Tweaking Sector BPI Plus Model: 20 May 2023
Second to the Copernicus investing model, the Sector BPI Plus model ranks highest based on performance or Internal Rate of Return (IRR). When last reported, the Carson carried the least amount of risk and the other Sector BPI portfolios were not far … [Read more]
Rutherford Portfolio Review (Tranche 4): 19 May 2023
US equities showed strong performance over the past week - particularly in the last 2 days: and price seems to be moving nicely in the uptrend channel that began last October. However, although we seem to be through the 50% retracement line at ~4150 … [Read more]
Bullish Percent Indicators: 19 May 2023
Weeks go by before the Bullish Percent Indicator (BPI) data tables indicate new useful information. This is most likely one of those weeks unless one already holds Technology in the portfolio. More on this later. For new readers, we use BPI to … [Read more]
Huygens Income Portfolio Reviewed: 19 May 2023
Huygens is the income oriented portfolio up for review this morning. Since dividends play such an important role in this style portfolio, it is best to use this approach with tax deferred accounts. … [Read more]
Pauling Dual Momentum Portfolio Review: 18 May 2023
In contrast to the Copernicus the Pauling Dual Momentum™ portfolio requires a little more work to manage. Since decisions are required there is a greater probability of messing up the portfolio, thus reducing returns. Is the model weak or are lack … [Read more]
Copernicus Buy & Hold Portfolio Review: 18 May 2023
Copernicus is the only Buy & Hold portfolio managed here on the ITA blog site. Diversification comes from holding hundreds of companies in the United States. If one prefers to further diversify this portfolio one would add International … [Read more]
- « Previous Page
- 1
- …
- 122
- 123
- 124
- 125
- 126
- …
- 178
- Next Page »