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Bohr Portfolio Update: 1 October 2026

Rebalancing continues within the Bohr portfolio as a number of asset classes are still out of balance to the low side.  I continue to hold a large percentage of short-term treasuries as there will be better buying opportunities in the future, unless the Shiller CAPE and Buffett Indicator ratios are providing false signals for the first time since 1950.  The Bohr has been a poor performer and will … [Read More...]

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Portfolio Management

Darwin Portfolio Review: 6 January 2023

The Darwin Portfolio is a relatively inert portfolio in that all assets in the portfolio quiver are held continuously (Buy-and-Hold) in allocations designed to keep the risk from each asset at defined levels as calculated from volatility measurements over time. Throughout most of 2022 I had this risk level set to a rather high level of 10% volatility but I changed this at the end of November to … [Read More...]

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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]

Schrodinger Portfolio Review: 17 April 2023

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"Asset allocation is the process of dividing your investment portfolio among different asset classes, such as stocks, bonds, and cash. It is an important part of any investment strategy, as it helps to reduce risk and improve your chances of … [Read more]

Gauss Portfolio Update: 15 April 2023

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This particular blog post is another example of how to address a potential weakness in the Sector BPI investing model.  The Gauss portfolio is one of four Sector BPI portfolios so it is an appropriate candidate for this change. Gauss Investment … [Read more]

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