What to do with a poor performing portfolio? Advice to the owner of the Einstein is to continue to add money to the portfolio and work toward keeping the various asset class close to target. Instead of concentrating on the Internal Rate of Return, focus on the Jensen Alpha and Information Ratio. Einstein Security Holdings The asset allocation model is set up to resist a market draw-down. It … [Read More...]
Huygens Portfolio Review: 15 March 2023
Even though CEFs have taken quite a hit recently, the Huygens continues to outperform the S&P 500 and when last updated ranked in the top quartile of the 15 portfolios tracked here at ITA. How is the portfolio surviving in this volatile market? … [Read more]
Schrodinger Portfolio Review: 15 March 2023
One of two reference portfolios is the Schrodinger. The other is the Copernicus. Were one to lose all spreadsheets and access to databases, these two different investing models would survive and serve the investor quite well. As for the term … [Read more]
Millikan Portfolio Update: 14 March 2023
While the Millikan portfolio is the one I'll review this morning, this blog post goes into more detail with respect to Bullish Percent Indication graphs and Point and Figure (PnF) graphs for individual sector ETFs. There may be some confusion and I … [Read more]
Carson Portfolio Review: 13 March 2023
With five of eleven sectors in the over-sold zone, the Carson needs special attention. This also applies to the Franklin, Millikan, and Gauss portfolios. I'll be working to rebalance each this week. … [Read more]
Gauss Portfolio Review: 10 March 2023
As pointed out in the Bullish Percent Indicator blog post earlier this morning, five of the eleven sectors are over-sold. I've selected the Gauss to show how I plan to implement this information after the market opens Monday morning. Next week I … [Read more]
Rutherford Portfolio Review (Tranche 4): 10 March 2023
It was a brutal week in the US equity markets with stocks down ~5% on the week: This has taken us below the 200-day Simple Moving Average (SMA) and other potential support levels at ~3940 and back into the 1 SD downtrend channel that started at the … [Read more]
Bullish Percent Indicators: 10 March 2023
Collapse of the Silicon Valley Bank, continuation of high inflation, strong employment numbers, and the threat of default on the debt limit all rattled the stock market this week. Two major indexes and four more sectors moved into the over-sold … [Read more]
Kepler Portfolio Review: 10 March 2023
Kepler, one of two Relative Strength portfolios, is up for review today. Over the past 14 months neither the Einstein or Kepler have demonstrated the performance/risk level expected of this model. Regardless, I'm going to continue testing this … [Read more]
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