Kepler is the asset allocation portfolio scheduled for a review this morning. The current lineup of ETFs is only three months old so we have little data as to whether this new asset allocation mix will improve the historically poor performance of the Kepler. As currently constructed the portfolio will throw off approximately 4.0% in dividends, and that is without the portfolio being in … [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]
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]
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