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...]
Kahneman-Tversky Portfolio Review: 3 February 2023
The Kahneman-Tversky Portfolio is a simple Dual Momentum Portfolio that needs little management/adjustment. It is split into two portions - one that is relatively slow in reacting to changes in market conditions - the Kahneman portion - and one that … [Read more]
Kepler Portfolio Review: 7 February 2023
Prepare for a less than stellar performance from the Kepler as I walk through this review. Either the Buy-Hold-Sell (BHS) model is not working as designed or I am not implementing it properly. The result is the same disappointing performance that … [Read more]
Carson Portfolio Review: 6 February 2023
As the original Sector BPI portfolio the Carson is scheduled for review this morning. As mentioned in an earlier post or comment, I have concerns when a portfolio is in the position of holding few securities while the potential for a bull market run … [Read more]
Bullish Percent Indicators: 3 February 2023
Based on Bullish Percent Indicator (BPI) data, this past week was a good week for U.S. Equities. The first table shows the broad strength when examining several indexes. The second table is the one we use to guide us in how we manage the Sector BPI … [Read more]
Rutherford Portfolio Review (Tranche 4): 3 February 2023
US Equities had another strong week with the S&P 500 Index up close to 2% on the week and ~7.7% in the month from the closing price on 31 December 2022: We have now taken out the prior December high at 4100 and closed above this level - so we … [Read more]
Franklin Portfolio Review: 2 February 2023
Welcome to Ground Hog Day. Franklin is the portfolio scheduled for review and if you recall, the Franklin was a lagging Dual Momentum portfolio that I switched over to the Sector BPI model. Time will tell as to whether this was a wise move. Since … [Read more]
Carson Portfolio Review: 1 February 2023
Welcome to February. We are two days away from the mid-point of winter in the northern hemisphere. What better way to open the month than to review the Carson portfolio. Depending on your holdings in a Sector BPI portfolio, there may be a few … [Read more]
Gauss Portfolio Review: 31 January 2023
We end the month of January with a review of the Gauss, one of four Sector BPI portfolios. While there are currently four BPI sectors of the market positioned in the over-bought zone, the Gauss holds zero shares in any of these sectors. Technology … [Read more]
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