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...]
Einstein Asset Allocation Portfolio Update: 11 March 2025
Einstein is one of the lower performing portfolios, one of the reasons for moving the management style over to the Asset Allocation model. We are coming up on one year of this management model change. The improvement is gradual, but visible as … [Read more]
McClintock Sector BPI Portfolio Review: 10 March 2025
"Don't look for the needle in the haystack. Just buy the haystack!" — John Bogle McClintock was not schedule for a review this early in the month. However, the move of Technology into the oversold zone requires attention. Thus the update … [Read more]
Franklin Sector BPI Portfolio Review: 7 March 2025
"Markets can remain irrational a lot longer than you and I can remain solvent." - John Maynard Keynes This update of the Franklin portfolio is a followup to the Bullish Percent Indicator data published earlier this morning. Technology joins the … [Read more]
Rutherford-Darwin Portfolio Review: 7 March 2025
It was a volatile week in the US Equity markets with the SPX (S&P 500 Index) closing down ~3% on the week once the dust had settled on Friday: Markets are looking a little weak here as we had been in a consolidation range between 5840 and 6160 … [Read more]
Bullish Percent Indicators: 7 March 2025
The last Bullish Percent Indicator data was published a month ago. At that time Energy, Health, and Materials were part of the Sector BPI portfolios. This week we add Technology to the oversold group. If cash is required to populate Technology I … [Read more]
Gauss Portfolio Review: 4 March 2025
Gauss is one of several Asset Allocation (AA) portfolios. This account differs slightly from other Asset Allocation portfolios in that it is a simplified AA version containing fewer ETFs. The stock/bond ratio is the classic 60% stock or equities … [Read more]
Schrodinger Portfolio Review: 3 March 2025
We lead off March with a review of the Schrodinger portfolio, a computer managed account housed with Schwab. The Schrodinger is known by Schwab as an "Intelligent Portfolio." It falls under the general category as a Robo Advisor portfolio. The … [Read more]
Rutherford-Darwin Portfolio Review: 28 February 2025
It was another volatile week in the US Equity markets with the bears beating the bulls by ~1%: with Friday's bounce off the ~5840-5880 zone that is providing strong support we are back into the sideways consolidation channel that we have been in for … [Read more]
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