The original management strategy for the Copernicus portfolio was to invest in the S&P 500 (SPY or VOO) and continue to do so while adding money on a regular basis. I've deviated from that original plan slightly as the current market is overvalued or as we say, overbought. However, … [Read More...]
If Starting Over
What advice would I pass on to a beginning investor? Is this advice applicable for a retired investor? You be the judge. Investing does not require a finance degree from the University of Chicago. For starters, check out this video to see just … [Read more]
Kahneman-Tversky Portfolio Review: 7 June, 2024
The Kahneman-Tversky (K-T) Portfolio is a simple Dual Momentum Portfolio that is split between two lookback period options over which "momentum", or Relative Strength, is measured. The Kahneman portion of the portfolio uses a single long-term … [Read more]
Rutherford Portfolio Review (Tranche 2): 7 June 2024
US Equities continued their upward climb hitting new all-time highs during the week and closing ~1% higher than last week's close: This again places US Equities near the top of the performance list of major asset classes: Commodities (DBC) and Gold … [Read more]
Franklin Sector BPI Portfolio Review: 5 June 2024
Sector BPI investing continues to be tested through the Franklin portfolio. Launched in early November of 2022 we now have 1.5 years of data with this portfolio. Few trades occurred over this period, but we recently sold Technology (VGT) and … [Read more]
Copernicus Portfolio Review: 4 June 2024
Copernicus is one of two portfolio I highly recommend for working young folks who have little time to spend on portfolio management. The other obvious choice is the Schrodinger. The goal of the Copernicus is to invest in U.S. Equities and never … [Read more]
Rutherford Portfolio Review (Tranche 1): 31 May 2024
Apologies for being late with this week's review, I had an emergency and had to go out of town for the weekend and only returned late last night. Last week was not a great week for US equities with the S&P Index closing the … [Read more]
Intelligent Portfolio – Schrodinger: 3 June 2024
Before moving into the Schrodinger update, register as a Guest and wait to be elevated to the Platinum level if you wish to read all blog posts. Schrodinger is the Schwab Intelligent Portfolio up for review this morning. As a reminder to new … [Read more]
Bullish Percent Indicators: 31 May 2024
Friday's uptick near the market close was insufficient to counter the broad decline in the major indexes and sectors of U.S. Equities. I assumed we might see a few sectors turn bullish based on the surge late Friday. Not so. Only one index and one … [Read more]
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