Bethe is one of the more interesting portfolios to track as it is undergoing a transformation when it comes to the asset allocation mix. What I am doing with this portfolio is setting up a group of ETFs that are designed to resist the coming market correction, recession, or what is commonly known as Financial Repression. Using ChatGPT I made the following request to create a specific portfolio. … [Read More...]
Hawking Portfolio Review: 3 March, 2023
The Hawking Portfolio is an "Income" portfolio built from Closed-End-Funds (CEFs). As such, it requires very little management, other than to re-invest any dividends paid, except for occasional reviews to check on current yields (min 8% target) and … [Read more]
Gauss Portfolio Review: 4 March 2023
Based on the BPI data from this past week, nothing is required of the Gauss Portfolio. As you see in the first slide below, Utilities (VPU) calls for a 15% position and the current position percentage is 14.9%. Utilities is the single sector in the … [Read more]
Kahneman-Tversky Portfolio Review: 3 March 2023
The Kahneman-Tversky Portfolio is a simple Dual Momentum (DM) Portfolio that needs little adjustment/management. The choice is to invest in only one of three ETFs or move to Cash (or SHY). The only "complexity" comes from the fact that the portfolio … [Read more]
Darwin Portfolio Review: 3 March 2023
The Darwin Portfolio is a risk-adjusted allocation model with volatility targeting used to determine how many shares of each asset to hold. The portfolio holds only 5 conventional, but diversified, asset classes plus a 10% holding in a volatility … [Read more]
Rutherford Portfolio Review (Tranche 3): 3 March 2023
Two really bullish days at the end of the week resulted in a ~2% gain in US Equities as measured by the S&P 500 Index: Although support at 3940 was tested at the beginning of the week there wasn't enough bearish sentiment to push prices below … [Read more]
Bullish Percent Indicator: 3 March 2023
Bullish Percent Indicators as they pertain to the Sector BPI portfolios call for no changes this week. Only one sector ETF is found in the over-sold zone so no reviews of the Carson, Franklin, Gauss, and Millikan are eminent. A false notification … [Read more]
Schrodinger Portfolio Update: 2 March 2023
To open up March Schrodinger is an appropriate portfolio as it is the easiest to manage. All one needs to do is save. The owner of the Schrodinger did just that by adding a few dollars last month which in turn caused Schwab's Robo Computer to add a … [Read more]
McClintock Portfolio Update: 28 February 2023
McClintock, one of two remaining Dual Momentum™ portfolios, was not scheduled for an update this morning, but it was the last portfolio not updated since January. Before moving into March, I wanted current data for the Portfolio Performance … [Read more]
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