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Bohr Portfolio Update: 1 October 2026

Rebalancing continues within the Bohr portfolio as a number of asset classes are still out of balance to the low side.  I continue to hold a large percentage of short-term treasuries as there will be better buying opportunities in the future, unless the Shiller CAPE and Buffett Indicator ratios are providing false signals for the first time since 1950.  The Bohr has been a poor performer and will … [Read More...]

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Portfolio Management

Huygens Portfolio Update: 18 December 2025

Huygens is the asset allocation portfolio up for review this morning.  This portfolio is set up to "resist" taking too big a hit when the correction or recession sets in sometime over the next 12 to 18 months.  A correction or recession is certainly not a sure thing as interest rates will likely drop another 25 basis points in 2026 and the government is moving a ton of money into the economy.  The … [Read More...]

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Carson Portfolio Review: 20 February 2023

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Earlier this morning I posted BPI data and that information will impact the four Sector BPI portfolios, the Carson being one.  This review will lay out the process I go through when working with a Sector BPI portfolio.  From the BPI data we found two … [Read more]

Bullish Percent Indicators: 17 February 2023

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Bullish Percent Indicator data has not generated any purchase signals since late last December.  Data this week is different as we have one definite purchase and a second that is so close I'm calling it a Buy.  I've been eager for this day as it is … [Read more]

Einstein Portfolio Review: 17 February 2023

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Einstein is the portfolio up for review this morning.  The Einstein is one of two remaining Relative Strength or Relative Momentum portfolios using this investment approach.  The other is the Kepler.  As readers will see in a moment, these two … [Read more]

Bohr Portfolio Review: 15 February 2023

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Bohr is one of the two Growth-Income portfolios where growth comes from VTI, VEA, and VWO whereas the income comes from 10 to 15 CEFs.  Currently, the Bohr is investing in 15 CEFs providing a yield of 4.9%.  I want to elevate this yield as this … [Read more]

Bullish Percent Indicators: 10 February 2023

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The following tables set the stage for investors using or experimenting with the Sector BPI Model.  The first table lays out the Bullish Percent Indicators for seven major indexes while the sector table breaks the U.S. Equities market into eleven … [Read more]

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