Huygens is one of two portfolios using an expanded Asset Allocation (AA) management model. The other is the computer managed Schrodinger or Schwab's Intelligent Portfolio. Over the past month the Huygens lost a bit of ground to its benchmark, the AOR security. Most likely the AOR … [Read More...]
Gauss Sector BPI Plus Portfolio Review: 17 August 2023
Gauss is the portfolio up for review this morning. We are approximately eight (8) months into the Sector BPI investing model with the Gauss and thus far the sector approach is working as laid out in the hypothesis last winter. We still need a … [Read more]
Schrodinger Portfolio Review: 11 August 2023
Since the Schrodinger is computer managed and therefore on "automatic pilot" as far as the owner is concerned, updating this portfolio can occur at anytime. Now that we are close to the middle of August, I want to bring all portfolios last updated … [Read more]
Bullish Percent Indicators: 11 August 2023
There are few surprises within the Bullish Percent Indicators this week. If your intuition is telling you this was not a particularly good week for stocks, you are correct. Large-cap stocks held up rather well as you can see from the two Dow … [Read more]
Rutherford Portfolio Review (Tranche 3): 11 August 2023
US equities showed continued weakness as prices pulled back from the highs of 2 weeks ago: This weakness was reflected in other markets: with only US Real Estate showing gains on the week Holdings in the Rutherford Portfolio look like … [Read more]
Copernicus Portfolio Review: 11 August 2023
Copernicus is a portfolio designed to keep pace with the S&P 500. The goal of this portfolio is to use dollar-cost-averaging by purchasing U.S. Equities during good and bad times while never selling unless there is no other choice. Thus far, … [Read more]
Franklin Sector BPI Portfolio Review: 10 August 2023
Before completing the review of the Franklin I checked to see if any sectors reached the oversold zone. Not one sector is in this condition so there are no Buy recommendations. The only remaining sector holding is Communications (VOX) as … [Read more]
Millikan Sector BPI Portfolio Review: 8 August 2023
Yesterday I updated the Carson portfolio, one of several accounts managed using the Sector BPI Plus investing model. This morning the Millikan, another Sector BPI portfolio, is scheduled for an update. Over the last two reviews the Millikan gained … [Read more]
Hawking Portfolio Review: 4 August 2023
The Hawking Portfolio is a "Buy-and Hold" Income generating portfolio built using Closed End Funds (CEFs) with high distributions. Usually, the only action required is to re-invest the dividends received so as to promote geometric growth. Current … [Read more]
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