Gauss is the portfolio up for review today. The owner of this portfolio is not contributing significant amounts of cash each month so the re-balancing will need to come from dividends and interest income. Gauss is a very conservative portfolio as one can see from the low beta value of 0.27. Conservative is defined in this case as low volatility. … [Read More...]
Copernicus Portfolio Review: 1 May 2024
Copernicus is an example portfolio designed for young folks who have little or no time to manage an investment portfolio. All that is required is to open up a broker account, set up monthly deposits, and then log in and purchase shares in one or … [Read more]
Two Quarter Rotations of Sector BPI Performance: 29 April 2024
The purpose of this blog is to examine in more detail the performance of the eleven (11) Sector BPI portfolios by looking at performance over two quarter periods. Beginning at the end of the second quarter of 2022 and ending on the first quarter of … [Read more]
Rutherford Portfolio Review (Tranche 4): 26 April 2024
Although US equities closed up ~2.5% from last week's close it was not a smooth ride - with a bounce from last week's close early in the week to a retest of the ~5000 support level on Thursday and a jump back up on … [Read more]
Bullish Percent Indicators: 26 April 2024
Updating the Bullish Percent Indicator data is important this week as there are a few changes in the sector arena. Technology dipped into the oversold zone this week, but rebounded and is no longer recommended for purchase. I hope readers checked … [Read more]
Rutherford Portfolio Review (Tranche 3): 19 April 2024
It was another bad week for US Equities with indices down ~3% on the week and now down over 5.5% from the highs at the beginning of the month. It may be a little early to be drawing … [Read more]
Darwin Portfolio Review: 12 April, 2024
The Darwin Portfolio is an "All-Weather" portfolio of five ETFs representing the major asset classes of US Equities (VTI), International Equities (VSS), US Real Estate (VNQ), US Treasuries (TLT) and Gold (GLD). For additional diversity a 10% … [Read more]
Rutherford Portfolio Review (Tranche 2): 12 April 2024
US Equities got slapped around a little this week and closed the week ~1.6% lower than last week's close: We are now sitting at the … [Read more]
Kahneman-Tversky Portfolio Review: 5 April, 2024
The Kahneman-Tversky Portfolio is the simplest Dual Momentum Portfolio that I review here on this site and selects only one asset chosen from a choice between three of the major asset classes - VTI (US Equities), VEA (International Equities) or US … [Read more]
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