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Kepler Asset Allocation Portfolio Review: 11 September 2026

Kepler is the asset allocation portfolio scheduled for a review this morning.  The current lineup of ETFs is only three months old so we have little data as to whether this new asset allocation mix will improve the historically poor performance of the Kepler. As currently constructed the portfolio will throw off approximately 4.0% in dividends, and that is without the portfolio being in … [Read More...]

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Portfolio Management

Dirac 2026 Portfolio Review: 13 February, 2026

The objective of the Dirac portfolio is to try to beat the performance of the broader US Equity markets, as represented by SPY, by rotating holdings between sectors that comprise the benchmark. Currently holdings look like this: with seven of the ten sectors available in the quiver being held in the portfolio. … [Read More...]

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Millikan Portfolio Update: 14 March 2023

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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]

Gauss Portfolio Review: 10 March 2023

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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]

Bullish Percent Indicators: 10 March 2023

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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

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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

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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]

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