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...]
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 … [Read more]
Carson Portfolio Review: 9 January 2023
With no Bullish Percent Indicators positioned in either the over-bought or over-sold zones, I could have skipped this update of the Carson. No changes are required at this time. There is one change in the Sector BPI model that I'll explain in a … [Read more]
Bullish Percent Indicators: 6 January 2023
Bullish Percent Indicators for this first week in January indicate no sectors are over-sold. Technology move above the 30% bullish line yesterday as it was the lone over-sold sector on Thursday. If you are managing a Sector BPI portfolio and using … [Read more]
Gauss Portfolio Update: 6 January 2023
Gauss, a former Relative Momentum portfolio, is the Sector BPI Model account up for review or update this morning. When I update a Sector BPI portfolio I collect the most recent Bullish Percent Indicator data possible. That was very important this … [Read more]
Franklin Portfolio Update: 5 January 2023
Franklin is another Sector BPI portfolio and one I would have passed over this week were it not for a recommended change. Follow along with the logic below. … [Read more]
Kepler Portfolio Review: 4 January 2023
Kepler, one of two remaining Relative Momentum portfolios, is the account up for review today. This review comes at a time when the U.S. Congress is a mess and we have concerns such disruptions may work their way into the financial markets. Readers … [Read more]
Positioning The Millikan: 3 January 2023
Millikan is one of the portfolios in transition from the Relative Momentum model over to the Sector BPI model. This blog explains where the Millikan is in the transition and how I am repositioning the portfolio. It is really quite simple so follow … [Read more]
Carson Update: 31 December 2022
What changes if any are required of the Carson Sector BPI portfolio based on BPI data from last week? Follow the analysis below to see if any changes are required by the sector BPI rules. If you recall, only VDC and VGT are implicated or require … [Read more]
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