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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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Portfolio Management

Kepler Portfolio Update: 19 December 2025

Kepler is the portfolio up for review this morning.  Major asset allocation changes are coming to the Kepler for two reasons.  1) The portfolio has been a poor performer.  Therefore adjustments are appropriate  2) The new asset allocation model is designed to be somewhat recession resistant.  I say "somewhat" as I don't think there is going to be any full-proof place to hide in 2026 unless one is … [Read More...]

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Bohr Portfolio Review: 13 April 2023

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Bohr is the portfolio scheduled for review today.  Some alterations are planned for this account so pay attention as I walk through what I see as some ways to "heal" or strengthen apparent weaknesses that are likely to arise in the Sector BPI model.  … [Read more]

Millikan Portfolio Update: 11 April 2023

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Given the over-bought signal generated yesterday for Utilities (VPU) I wanted to update at least one of the four Sector BPI portfolios to see how well it is performing based on annualized IRR data and risk factors such as the Jensen Performance … [Read more]

Kepler Portfolio Management: 11 April 2023

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Kepler is the Relative Strength portfolio scheduled for review today.  As readers will soon see, this portfolio is not up to snuff when it comes to performance.  I'll work with the BHS model for a few more months, but patience is running thin, … [Read more]

Carson Portfolio Update: 10 April 2023

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Carson is the portfolio up for review this morning.  Based on Bullish Percent Indicator data from last week, no Buy or Sell orders are called for other than the Trailing Stop Loss Order (TSLO) recommended for Energy (VDE).  Regular readers have … [Read more]

Hawking Portfolio Review: 6 April 2023

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The Hawking Portfolio is, essentially, a Buy-And-Hold Portfolio designed to generate Income from investments in Closed End Funds (CEFs). This class of Funds were hit quite hard over the past month: although the dividends generated by the Funds is … [Read more]

Darwin Portfolio Review: 6 April 2023

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The Darwin Portfolio is a "Buy-And-Hold" portfolio of assets that is only adjusted when allocations fall out-of-line with recommendations based on risk parity (i.e. equal risk on all holdings). Performance to date (~4 months from inception) looks … [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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