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Kepler Asset Allocation Portfolio Review: 11 September 2026

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...]

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Portfolio Management

Pauling Portfolio Review: 15 June 2026

Pauling is one of several portfolios constructed around the concept of asset allocation. If you check the various ETFs you will see it is invested with global equities in mind. I asked ChatGPT if the U.S. Equities market is overvalued.  Here is the response. "Yes, by almost all historical standards, the current U.S. equities market is significantly overvalued. Driven largely by intense … [Read More...]

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Bullish Percent Indicators: 21 April 2023

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Bullish Percent Indicators experienced few changes this week as it was a rather quiet period for U.S. Equities.  Several Sector BPI Plus portfolios are up for review this week so I'll be alert to any changes that might occur within the Sector BPI … [Read more]

Gauss Portfolio Update: 19 April 2023

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The Gauss Portfolio is one of four Sector BPI portfolios or what might be better classified as a Sector BPI Plus portfolio as I've added two layers of ETFs in order to patch a potential weakness in the original Sector BPI hypothesis.  More on this … [Read more]

Franklin Sector BPI Update: 18 April 2023

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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

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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

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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]

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