Huygens is the asset allocation portfolio scheduled for review this morning. Since I first started this blog shares of GLDM and IAU were sold and the money was reinvested in short-term treasuries, SCHO. This move will lower the portfolio beta which in turn will elevate the Jensen Alpha value. Huygens Asset Allocation Model Limit orders are in place to purchase more shares of VTI and VYM. … [Read More...]
Buffett Indicator & Shiller PE Ratio
Canyonland National Park Over the last few weeks I've been setting Trailing Stop Loss Orders (TSLOs) for VTI, VOO, and SCHG when portfolios holding these securities come up for review. The tariff wars are causing market uncertainty, but tariffs are … [Read more]
Kepler Portfolio Review: 2 May 2025
Kepler is another portfolio managed using the simplified Asset Allocation model. As with similar portfolios, I am gravitating towards capital preservation based on date from the Buffett Indicator and Shiller PE Ratio. Later this morning I will post … [Read more]
Millikan Portfolio Review: 1 May 2025
Headline news this morning - "Trump's tariffs have left businesses in a 'state of near paralysis'." Advanced planning is nearly impossible do to an erratic administration that is in the hands of one person. A person who was not even able to make … [Read more]
Pauling Portfolio Review: 30 April 2025
Pauling is another asset allocation portfolio managed using only four Exchange Traded Funds (ETFs). Only two months of data is in the bank for this portfolio so it is much too early to know if this model is working as hypothesized. The makeup of … [Read more]
McClintock Sector BPI Portfolio Review: 29 April 2025
McClintock is one of three portfolios managed using the Sector BPI model. The other two are the Carson and Franklin, named after Rachel and Rosalind respectively. During the recent market declines numerous sectors dropped into the oversold zone. … [Read more]
Gauss Portfolio Review: 28 April 2025
Gauss is one of the simplified Asset Allocation portfolios in that only four ETFs are used. SHV is used as a holding basket when cash becomes available. Due to the chaotic market I set TSLOs under VOO and SCHG as I assume the current … [Read more]
Dirac Portfolio Review: 8 January 2025
I have sadly neglected the Dirac Portfolio after taking money out of the account for other purposes with the intention of rebuilding once the money was returned to the account. My intention was to invest in beaten down Funds (based on Z-Score … [Read more]
Rutherford-Darwin Portfolio Review: 25 April 2025
It was a relatively positive week in the US Equity markets with the SPX (S&P 500) closing ~4.6% higher than last week's close: … [Read more]
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