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Einstein Portfolio Review: 3 September 2026

Einstein is entering its fourth month operating under a new asset allocation mix of ETFs.  The revised allocation is designed to withstand a major equity draw-down.  Here is information on the first three months of operation. June: Loss of 0.92 percent (-0.92%) July:  Gain of 1.54 percent (1.54%) August:  Gain of 1.58 percent (1.58%) As readers you will see that the portfolio is … [Read More...]

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Portfolio Management

Rutherford Portfolio Review (Tranche 4): 8 December 2023

It was the second straight week of trading in a narrow (~50 point) range and below the important 4600 level in the S&P 500 US Equity index (SPX) although the index did move slightly through the prior pivot high intra-day on Friday but closed slightly below it: we will wait to see whether Santa can pull us through this resistance next week and close above it at the end of the year.  Although … [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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