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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

Franklin Sector BPI Portfolio Review: 27 February 2025

Franklin is the next to last portfolio to be review in February.  Tomorrow I will update the Bohr and then we are into March.  Franklin is one of three Sector BPI portfolios.  The other two are Carson and McClintock. This morning I updated all the sector Bullish Percent Indicator data and only the Materials sector (represented by VAW) is in the oversold zone.  No changes are recommended as VAW is … [Read More...]

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Huygens Portfolio Review: 9 February 2023

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As one of three income oriented portfolios, the Huygens turned in an excellent January with a gain in excess of 11.0%.  I don't anticipate this increase will continue. This review or update will show a few necessary changes as two Closed-End-Funds … [Read more]

Franklin Portfolio Review: 8 February 2023

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Franklin is the Sector BPI portfolio up for review this morning and few changes, if any, are recommended as there are no sectors in the buy or over-sold zone.  As you recall from the most recent BPI data, several sectors are in the over-bought zone, … [Read more]

Kepler Portfolio Review: 7 February 2023

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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

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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

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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]

Franklin Portfolio Review: 2 February 2023

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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]

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