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...]
Carson Update: 27 December 2022
The Carson portfolio does not need an update. However, to continue to build a base for this new investment approach, I'm committed to keeping investors aware of what is going on with the Sector BPI Model portfolio. No changes are anticipated as the … [Read more]
Gauss Migration To Sector BPI Model: 27 December 2022
Gauss and Millikan are two portfolios I'm shifting over to the Sector BPI Model as neither is performing at a level expected. The following analysis explains the process I'm using for this migration. Both portfolios were considered Relative … [Read more]
Preparing the Millikan For Transition: 26 December 2022
Within the last few weeks I set up the Carson and Franklin to operate as Sector BPI portfolios. Over the next few weeks the Millikan and Gauss will join the original two. The Millikan and Gauss are laggards and not performing as well as expected. … [Read more]
Merry Christmas
"Anyone who possesses the fine virtues of politeness, tolerance and generosity, honesty, diligence and benevolence can be regarded as a person of humanity. Politeness will save one from the insults of others; tolerance and generosity will … [Read more]
Explaining the Hypothesis of the Sector BPI Model
Several months ago I conceived the idea of how one might use Bullish Percent Indicator (BPI) data to actively manage portfolios. Readers of this blog who have been involved with the stock market for any significant period of time know just how … [Read more]
Carson Portfolio Review: 26 December 2022
Since the stock market is closed on Monday, I'll update the Carson this morning and then see what the recommendations are for the various sectors when the Franklin is updated mid-week. The one change this week was the drop of Real Estate into the … [Read more]
Portfolio Performance: 22 December 2022
With this portfolio comparison data table a pattern is beginning to develop. It appears as if the better performing portfolios are those with long-range goals. That is the group at the top. Curie and Newton, if posted monthly, would also be in … [Read more]
What To Do If The Kipling Spreadsheet Becomes Inoperative?
ITA readers who are using the Kipling spreadsheet in any form are aware that Finance-Yahoo (Yahoo) once more altered their downloading codes so we cannot pull security prices into the spreadsheet. Fortunately we have a backup system from Tiingo. If … [Read more]
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