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...]
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]
Bullish Percent Indicators: 12 May 2023
ITA members testing the Sector BPI investing model will want to check out this blog post as there are both Buy and Sell signals generated this week. For many of you, this does not come as breaking news as these signals are similar to what they were … [Read more]
Franklin Sector BPI Portfolio Review: 12 May 2023
Franklin is one of four portfolio currently managed using the Sector BPI Plus model. Yesterday I updated the Bullish Percent Indicator table (to be published tomorrow) and Telecom (VOX) was a Buy recommendation. Energy (VDE) is very close to a … [Read more]
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