The Bethe portfolio is rounding into shape based on the recommendations laid out at the bottom of this post. One change from the ChatGPT recommendation is that I am holding on to a 5% share or asset allocation of Real Estate (VNQ). Bethe Asset Allocation Holdings Below is the simplified holdings for the Bethe portfolio. VTIP and VTI are still well below the "in balance" percentages. Since … [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]
Darwin Portfolio Review: 3 March 2023
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]
Rutherford Portfolio Review (Tranche 3): 3 March 2023
Two really bullish days at the end of the week resulted in a ~2% gain in US Equities as measured by the S&P 500 Index: Although support at 3940 was tested at the beginning of the week there wasn't enough bearish sentiment to push prices below … [Read more]
Bullish Percent Indicator: 3 March 2023
Bullish Percent Indicators as they pertain to the Sector BPI portfolios call for no changes this week. Only one sector ETF is found in the over-sold zone so no reviews of the Carson, Franklin, Gauss, and Millikan are eminent. A false notification … [Read more]
Schrodinger Portfolio Update: 2 March 2023
To open up March Schrodinger is an appropriate portfolio as it is the easiest to manage. All one needs to do is save. The owner of the Schrodinger did just that by adding a few dollars last month which in turn caused Schwab's Robo Computer to add a … [Read more]
McClintock Portfolio Update: 28 February 2023
McClintock, one of two remaining Dual Momentum™ portfolios, was not scheduled for an update this morning, but it was the last portfolio not updated since January. Before moving into March, I wanted current data for the Portfolio Performance … [Read more]
Gauss Portfolio Review: 28 February 2023
Gauss needs a little work this morning as the Utilities sector is not fully populated. Energy (VPU) is within a whisker of being over-sold so I have limit orders in place to pick up more shares of this sector. Nothing else has changed within the … [Read more]
Rutherford Portfolio Review (Tranche 2): 24 February 2023
As we approach the end of February we see that the apparent recovery in US equities may not be as strong as we may have thought. This week saw another drop of ~2.7% in the SPX (S&P 500 Index) from last week's close and we are now up only 3.4% on … [Read more]
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