With the broad SPX US Equity Index still in a 3-month consolidation range between 7300 and 7600 I am reluctant to trade too much since sideways consolidations are not the best environment for momentum trading. However, the current analysis of sectors within this broader market looks like this: with Buy recommendations on six of the ten sectors within the portfolio "quiver". In the past week I … [Read More...]
Schrodinger Portfolio Review: 16 May 2025
Since the last review Schwab made a number of changes in the Schrodinger. It is rare for such changes. I suspect Schwab performed some tax harvesting. One change was to add a municipal bond ETF, SCMB. The percentage is so small it will not have … [Read more]
Huygens Portfolio Review: 13 May 2025
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 … [Read more]
Carson Sector BPI Portfolio Review: 13 May 2025
Today's market brings us closer to closing the equity losses from early April. As one of the Sector BPI portfolios, the Carson experienced only minor losses in April. Several sectors are currently in the overbought zone and as a result, Trailing … [Read more]
Hawking Portfolio Review: 11 May, 2025
The Hawking "Income" Portfolio does not require an excess level of attention to manage - it is simply a matter of re-investing dividends/distributions as they become available. With the pullback in prices since the last review in January it has been … [Read more]
Rutherford-Darwin Portfolio Review: 9 May 2025
It was a quieter week in the US equity markets with the SPX closing slightly lower (~-0.4%) than last week's close: … [Read more]
Einstein Portfolio Review: 8 May 2025
The Einstein portfolio is a recent entry into the Asset Allocation management model. The shift was made to improve performance as this has been a struggling portfolio. One major problem with the Einstein is that monies were withdrawn for … [Read more]
Franklin Sector BPI Portfolio Review: 8 May 2025
Franklin is one of three portfolios using the Sector BPI management model. The other two are: Carson and McClintock. The Sector BPI model is not designed for all investors as it requires some tracking and a bit of effort. If looking for … [Read more]
Bohr Portfolio Review: 6 May 2025
Bohr is a portfolio of moderate size managed using a few equity oriented ETFs. As with the Kepler, Einstein and a few other portfolios, this account is following a similar conservative approach due to all the uncertainties surrounding the … [Read more]
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