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...]
What Should I Do If I Sell My House or Come Into An Inheritance?
The answer to the above question of what to do with a sizable infusion of new cash has multiple answers. This blog lays out one path for individuals fortunate enough to be faced with this question. The following plan assumes one does not need this … [Read more]
Huygens Asset Allocation Portfolio Review: 11 April 2025
Huygens is one of numerous portfolios managed using the time tested Asset Allocation approach. While different asset classes or even different securities might be used, the basic approach is to diversify across the globe. Readers see this is the … [Read more]
McClintock Portfolio Update: 10 April 2025
McClintock is the last of the three Sector BPI portfolios to be reviewed this week. Yesterday's up market looks to be nothing more than a "Dead Cat Bounce." Sectors still under water this morning "mandated" I sell all shares in the holding ETF, … [Read more]
Carson Portfolio Update: 10 April 2025
The following data was scheduled for publication at least one day ago, but I was distracted due to the market plunge. This portfolio is the oldest of the Sector BPI portfolios, but it has not been through a volatile market such as we have … [Read more]
Franklin Portfolio Update: 8 April 2025
Stay the course. Stick with the investment plan. That is the advice I am following with the Franklin Sector BPI portfolio in this update. Shares of SHV were sold to raise cash in order to populate the sectors currently in the oversold zone. … [Read more]
Rutherford-Darwin Portfolio Review: 4 April 2025
It was a brutal week in just about all major markets with the SPX losing a little over 9% from last week's close - most of this within the last 2 days of the week with concerns over the effects that tariffs might have on the cost of living and the … [Read more]
Bullish Percent Indicators: 4 April 2025
"Democracy is the theory that the common people know what they want, and deserve to get it good and hard." - H. L. Menckken In all the years I've been tracking the Bullish Percent Indicators (BPI), as shown below, I never witnessed such a … [Read more]
Bohr Asset Allocation Portfolio Review: 4 April 2025
Individual-1's tariffs are the self-inflicted decisions driving down the market or should I say, markets. Global markets are also taking a major hit. Rather then telling readers what to do, read on and see what I am doing as different portfolios … [Read more]
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