Kepler is the asset allocation portfolio scheduled for a review this morning. The current lineup of ETFs is only three months old so we have little data as to whether this new asset allocation mix will improve the historically poor performance of the Kepler. As currently constructed the portfolio will throw off approximately 4.0% in dividends, and that is without the portfolio being in … [Read More...]
Franklin Portfolio Update: 12 January 2023
Updating the BPI sector data this morning I find all sector ETFs continue to reside between the 30% and 70% bullish zones although Energy (VDE) is approaching the 70% bullish zone. Another one or two good days and it will be necessary to place a 3% … [Read more]
Schrodinger Portfolio Review: 11 January 2023
Looking for a passive portfolio where you do nothing but save? The Schrodinger is the portfolio for you. Schwab calls these "Intelligent Portfolios." I refer to them as Robo Advisor portfolios as they are managed by computer. The owner of the … [Read more]
Hawking Portfolio Review: 10 January, 2023
The Hawking Portfolio is a Buy-and-Hold "Income" Portfolio built from Closed-End-Funds (CEFs) paying high yields (>8%) and, generally, selling at a discount (at least at the time of purchase). The composition of the current portfolio looks like … [Read more]
Millikan Portfolio Update: 10 January 2023
Millikan, one of four Sector BPI portfolios, is the model up for review this morning. This portfolio previously was managed using the BHS/Relative Momentum model and was not performing as expected. I just checked and it ranked #14 based on IRR data … [Read more]
Kahneman-Tversky Portfolio Review: 9 January, 2023
We start off the New Year with the following picture of performance for the Kahneman-Tversky (K-T) Portfolio through 2022: The portfolio showed less volatility than the benchmark AOR Fund but returns were slightly lower with a ~16% draw-down on the … [Read more]
Huygens Portfolio Review: 9 January 2023
Huygens is one of the income portfolios that is constructed around Closed-End-Funds. It is best to use this approach with tax deferred accounts as much of the growth is tied to dividends. This is a relative new investing model here at ITA and as … [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]
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