What advice would you give a grandparent who would like to launch a retirement portfolio for one or more grandchildren? To begin the discussion, assume the proposed gift is $25,000. Should it be given as a lump sum or spread out over a period of time? Here are … [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]
Darwin Portfolio Review: 4 August 2023
The Darwin Portfolio is an "all-weather" portfolio that it adjusted, as necessary, on the basis of risk parity. Performance to date looks like this: 0r, in stacked format: The discontinuities in the graphs correspond to allocation … [Read more]
Kahneman-Tversky Portfolio Review: 4 August, 2023
The Kahneman-Tversky Portfolio is a simple Dual Momentum Portfolio that requires few adjutments since it only has a choice of holding one of 3 assets. Here's where the portfolio is sitting at present: Checking the slower moving Kahneman portion of … [Read more]
Bullish Percent Indicators:
August opened with a poor week for U.S. equities. All the major indexes are down while sectors are a mixed bag. When working through the following tables, check the right-hand side (X's and O's) for a peek into broad … [Read more]
Rutherford Portfolio Review (Tranche 2): 4 August 2023
This week we saw an inevitable pullback in the prices of US equities after 2 weeks of finding resistance at the upper boundary of the 1 SD bullish trend channel: the question now is how deep the pullback … [Read more]
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