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...]
Franklin Sector BPI Update: 18 April 2023
Franklin is one of four Sector BPI portfolios. Perhaps I should title these portfolios, Sector BPI Plus as each now contains more than the eleven (11) sector ETFs in an effort to patch one of the potential holes in the Sector BPI hypothesis. Past … [Read more]
Huygens Portfolio Review: 18 April 2023
Huygens is strictly an income generating portfolio, patterned after Steven Bavaria's Income Factory model. Thus far these income portfolios have generated adequate income, but the underlying value of the securities have not kept pace with the stock … [Read more]
Millikan Portfolio Update: 17 April 2023
Millikan is one of the last of the four Sector BPI portfolios to undergo a "mending" of a potential weakness in the original hypothesis. Since there are no BPI recommendations at present and cash is available, this update will show how that cash … [Read more]
Schrodinger Portfolio Review: 17 April 2023
"Asset allocation is the process of dividing your investment portfolio among different asset classes, such as stocks, bonds, and cash. It is an important part of any investment strategy, as it helps to reduce risk and improve your chances of … [Read more]
Gauss Portfolio Update: 15 April 2023
This particular blog post is another example of how to address a potential weakness in the Sector BPI investing model. The Gauss portfolio is one of four Sector BPI portfolios so it is an appropriate candidate for this change. Gauss Investment … [Read more]
Rutherford Portfolio Review (Tranche 4): 14 April 2023
US equities were up ~1% from last week's close: and closed just outside the upper 2 SD boundary of the longer term downtrend channel. However, price is at the 50% retracement level of the peak-trough range of this channel that has provided … [Read more]
Bullish Percent Indicators: 15 April 2023
Bullish Percent Indicators this week are bullish when taken as a whole. Investors following or using the Sector BPI model will find three sectors overbought. All the major indexes are bullish with the Dow Jones Industrial Average reaching the … [Read more]
Carson Update – Preempting Potential Weakness: 14 April 2023
Rather than wait and be trapped in limbo, this adjustment to the Carson is similar to the changes I'm making with the Bohr and Bethe portfolios. Instead of relying strictly on the Sector BPI model, I'm adding options should sector ETFs rise into the … [Read more]
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