Yesterday I updated the Franklin, a poor performing Dual Momentum™ portfolio. This morning the McCormick is up for review and the performance is quite different. Chalk the difference up to the luck-of-review-day rather than the particular investing model. McClintock Dual Momentum Recommendation The current recommendation is to place 100% of the portfolio in bonds (BND). Since SCHP is also … [Read More...]
Carson Trio Review: 29 July 2022
On the last business day of each month the Carson Trio of portfolios are reviewed and updated. The Carson Trio experiment began over two years ago and during this period we experienced very strong and very weak stock markets. Looking back, it was … [Read more]
Huygens Portfolio Review: 27 July 2022
Investors interested in setting up an income portfolio may find the Huygens and Hawking portfolios of interest. Both portfolios are built around Closed End Funds (CEFs). This morning I'll be updating the Huygens. Second quarter dividends are in … [Read more]
Notification Test
Notification test. This is a simple test to see if MailPoet, a new notification plugin is working. Leave a comment if you received this notification. You may first need to subscribe for notifications. I think this plugin is setup so you can … [Read more]
Rutherford Portfolio Review (Tranche 1): 22 July 2022
Despite Friday's pullback it was another positive week for US equities with the S&P 500 up ~2.6% on the week: Tentatively, it looks as though prices may have moved out of the downtrend channel that they have been in for the past ~6 months - … [Read more]
Bullish Percent Indicators: 22 July 2022
What a difference one week can make when the market rebounds, as it did this week. Every major index and market sector turned bullish. Quite a remarkable week for equity investors. When examining the following tables, pay attention to the X's … [Read more]
Schrodinger Portfolio Review: 21 July 2022
The often touted Schrodinger is again up for review. I started this portfolio a few years ago as a test to see how a computer managed portfolio might perform compared to other investing models. As a result, one can use the Schrodinger or a similar … [Read more]
Darwin Portfolio Review: 17 July 2022
The Darwin Portfolio is a "Core" portfolio of fixed assets that is only adjusted when holdings move out of range by more than 20% of the calculated risk-parity allocations. Current calculated allocations, based on a very aggressive 10% volatility … [Read more]
Rutherford Portfolio Review (Tranche 5): 15 July 2022
Although the week started off with sharp declines in the prices of US equities we ended the week with a bounce and an ending only ~1% lower than last week's close: Prices are still sitting at the top of the downtrend channel and we will have wait … [Read more]
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