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Einstein Portfolio Update: 14 July 2026

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...]

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Portfolio Management

Bethe Portfolio Review: 8 December 2025

Bethe is the next asset allocation portfolio up for review.  Note the new array of assets as this change is designed to create a "recession resistant" portfolio by increasing lower volatile Exchange Traded Funds (ETFs) and to increase the monthly yield. … [Read More...]

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Franklin Portfolio Update: 7 March 2023

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The Franklin is not scheduled for a full review.  I want to begin the March risk ratios so this is an update for this Sector BPI portfolio.  Checking the Bullish Percent Indicators (BPI) data this morning, nothing significant changed.  Utilities … [Read more]

Bohr Portfolio Review: 7 March 2023

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Bohr is an income/growth portfolio of which there are two.  The other portfolio following this model is the Bethe portfolio.  As readers will see in a moment, the current emphasis is on income as the Bohr is designed to generate $18,500 per … [Read more]

Carson Portfolio Update: 6 March 2023

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Carson is one of the first portfolios I converted to the Sector BPI model.  Thus far it is working quite well, but it is still much too early to draw any viable conclusions. As with the Millikan, we are checking in on Utilities (VPU) to make sure … [Read more]

Millikan Portfolio Update: 7 March 2023

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Millikan is the Sector BPI portfolio up for review this morning.  Based on the latest Bullish Percent Indicator data, only Utilities is over-sold so it is essential that sector be fully populated.  As readers will see in a moment Utilities holds the … [Read more]

Hawking Portfolio Review: 3 March, 2023

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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

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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]

Darwin Portfolio Review: 3 March 2023

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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]

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