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Kepler Asset Allocation Portfolio Review: 11 September 2026

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...]

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Millikan Asset Allocation Portfolio Review: 18 February 2025

Millikan is the asset allocation portfolio scheduled for review this morning.  This is a simplified version of other asset allocation portfolios in that the Millikan is using only six ETFs.  With the Millikan there is less emphasis on equities.  Bonds and treasuries make up a higher percentage of this portfolio, thus reducing the beta.  The current beta is 0.46 or a very conservative value.  Don't … [Read More...]

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Bullish Percent Indicators: 6 January 2023

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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

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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]

Kepler Portfolio Review: 4 January 2023

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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

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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

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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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