As one of the poorest performing portfolios, if not the least productive, it was encouraging to see Kepler turn in the top performance in August. It might be an outlier or the beginnings of a strong future using Closed-End-Funds (CEFs). The Kepler is certainly a portfolio … [Read More...]
Bullish Percent Indicators: 21 July 2023
While the broad U.S. Equities market (NYSE and NASDAQ) rose slightly this week, four tech stocks reversed the bullish trend in the NASDAQ 100. There were also a few changes in sectors of the market and I'll get into that in a moment. Overall, the … [Read more]
Charitable Contributions Using Tax-Deferred Account
When one reaches the age were Required Minimum Distribution (RMD) goes into effect it is wise to alter where charitable contributions originate. In this blog I will explain why writing contribution checks on a tax-deferred account makes more sense … [Read more]
Rutherford Portfolio Review (Tranche 3): 14 July 2023
Despite a pullback on Friday it was a bullish week in US equities with prices closing ~2.7% higher than last week's close and still sitting at the upper 1 SD boundary of the uptrend channel with volatility at it's lowese level in the … [Read more]
Bullish Percent Indicators: 14 July 2023
Investors employing the Sector BPI Plus model will find useful information in the follow Bullish Percent Indicator data. Looking at the index information we see a U.S. stock market driven by large-cap stocks. Small- and mid-cap stocks are … [Read more]
Copernicus Portfolio Review: 11 July 2023
Now that we are well into July and all second quarter dividends are reported, it is time to update the ITA portfolios and record those dividends. Dividends are in short supply for the Copernicus as this is a growth oriented portfolio, not an income … [Read more]
Kahneman-Tversky Portfolio Review: 7 July, 2023
The Kahneman-Tversky Portfolio is a simple Dual Momentum portfolio that invests in only one asset in each portion of a 2-split portfolio where the split is based on different look-back periods to measure Momentum. The Kahneman portion uses a single … [Read more]
Hawking Portfolio Review: 7 July 2023
The Hawking Portfolio is an "Income" portfolio built from Closed-End-Funds (CEFs) with distribution yields in excess of 8%. The portfolio needs very little maintenance other than to re-invest dividends so as to optimize geometric returns. Current … [Read more]
Darwin Portfolio Review: 7 July 2023
The Darwin Portfolio is an "all-weather" portfolio that requires few adjustments, based on risk parity, only when allocations get significantly out-of-line. The portfolio holds only 5 assets that may be adjusted for risk parity with an allocation to … [Read more]
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