This morning it is time to update the McClintock portfolio, one of three Sector Bullish Percent Indicator (BPI) portfolios. Few changes occurred since the last review. When sector shares were sold I reinvested the cash in SCHO so as to increase dividends rather than let the cash remain dormant in the low interest bearing money market. McClintock Sector Holdings Below are the current holdings … [Read More...]
Finding Suitable Closed-End-Funds (CEFs)
In a few weeks I will be updating the Kepler, a portfolio populated by closed-end-funds. Which CEFs to choose for inclusion continues to be a source of frustration. This week I've been using ChatGPT as a source of help in selecting CEFs. Today I … [Read more]
Portfolio Construction: Where to Begin?
This week I received a phone call seeking basic investment help. This blog post is written in response to that call. There are a few basic principles to investing and I've written about them on this blog for nearly 18 years. Here is the link to … [Read more]
Carson Sector BPI Portfolio Review: 24 October 2025
Carson is one of three portfolios using the Sector BPI investing model and it is one of the better performing accounts. Since the last update the Materials sector dropped down into the low 30% bullish zone so I jumped the gun and added 35 shares of … [Read more]
Franklin Sector BPI Portfolio Review: 22 October 2025
Patients paid off as there was action this week in the sectors market. Materials dipped to a 30% bullish level so I added shares of VAW to each of the three Sector BPI portfolios of which Franklin is one. Not showing up in the first screenshot is … [Read more]
Darwin Portfolio Review: 17 October 2025
For readers that may have been wondering why they haven't seen a review from me in a couple of weeks I apologize. I purchased a new computer two weeks ago and tried to move all my files to the new computer - but something went badly wrong and, even … [Read more]
Bohr Portfolio Review: 17 October 2025
With the U.S. Equities stock market at or near all-time highs, what to do with new cash or even how to work with a static portfolio is a question many investors are asking? This week I was asked what is holding the Stock market at these high … [Read more]
Kepler Portfolio Review: 15 October 2025
As I am updating and reviewing portfolios, thus far Kepler is the only portfolio that did not show a profit during the month of September. Kepler happens to be the only portfolio using Closed-End-Funds. I need to remind readers that the Hawking is … [Read more]
Copernicus Portfolio Review: 14 October 2025
Copernicus is one of the better performing ITA portfolios. Set up to invest primarily in U.S. Equities the current portfolio is carrying an excess amount of cash as better buying opportunities are anticipated sometime in 2026. Copernicus Security … [Read more]
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