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Huygens Portfolio Review: 31 July 2026

Huygens is the asset allocation portfolio scheduled for review this morning.  Since I first started this blog shares of GLDM and IAU were sold and the money was reinvested in short-term treasuries, SCHO.  This move will lower the portfolio beta which in turn will elevate the Jensen Alpha value. Huygens Asset Allocation Model Limit orders are in place to purchase more shares of VTI and VYM.  … [Read More...]

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Rutherford-Darwin Portfolio Review: 24 January 2025

Another bullish week in US Equities with the SPX (S&P 500 Index) closing the week ~1.7% higher than last week's Close  despite weakness on Friday: So much for the predictive powers of "Head and Shoulders" patterns - but wait - maybe it's a "Double Top" with prices back at all-time highs and potential resistance. Meanwhile, back well within the boundaries of the uptrend channel - the "Head and … [Read More...]

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Einstein Portfolio Review: 25 May 2023

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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]

Schrodinger Portfolio Review: 22 May 2023

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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

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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]

Bullish Percent Indicators: 19 May 2023

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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]

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Portfolios coming up for review.  Millikan, McClintock, Huygens, Bohr, Schrodinger, Bethe, Franklin, and Pauling are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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