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...]
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]
Franklin Portfolio Update: 7 March 2023
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
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
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
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
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]
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