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...]
Gauss Sector BPI Portfolio Review: 17 May 2023
Gauss is the Sector BPI portfolio I am moving forward for a review in preparation should the U.S. default on its debt. While there is progress, a clean debt limit increase seems unlikely. In this review of the Gauss I'll explain a few minor changes … [Read more]
Millikan Sector BPI Portfolio Review: 17 May 2023
Millikan is another Sector BPI Plus portfolio in review as I'm working my way though all the portfolios before the first of June. In these latest updates I'm attempting to set each portfolio up to weather the possibility of a default on the national … [Read more]
Kepler Review: 16 May 2023
Kepler is one of two Relative Strength portfolio tracked here at ITA. The other is the Einstein. Kepler currently holds considerable cash and with the imminent debt default close at hand I want to reduce portfolio risk. In this analysis I'll walk … [Read more]
Testing the Sector BPI Investing Model: Carson Update – 15 May 2023
Carson is one of four Sector BPI Plus portfolios and is the oldest among this management style. Each review we add a bit more historical data to this unique management model. In the following analysis I attempt to explain clearly how the Sector BPI … [Read more]
McClintock Portfolio Review: 13 May 2023
McClintock, one of two Dual Momentum™ portfolios remains under close scrutiny. I'm paying close attention to return vs. benchmark and what kind of risk is involved to achieve the return. I assume most readers are familiar with the DM investing … [Read more]
Hawking Portfolio Review: 12 May 2023
The Hawking Portfolio is essentially a Buy-And-Hold "Income" Portfolio built from Closed-End-Funds. Normally. the only actions required are to re-invest dividends into the Funds so as to maximize the benefits of compounding. At present, the … [Read more]
Kahneman-Tversky Portfolio Review: 8 May, 2023
I am a little slow posting this review as I analyzed/adjusted it last week. However, it's a simple and slow moving portfolio so the tardiness is likely not too significant. Prior to the adjustments I was holding VEA (International Equities) in the … [Read more]
Rutherford Portfolio Review (Tranche 3): 12 May 2023
US Equities continue to consolidate at ~4150 (the mid-level of last year's range): with the SPX closing down slightly from last week's close. Despite this, on a relative basis, US equities were close to the top of the performance list with no … [Read more]
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