As we move towards the mid-term elections it is appropriate that we recognize the historical significance of the "Presidential Cycle": Thus, although most of us are very nervous that we are close to all-time highs in the SPX (S&P 500 Index), US Equities are up ~14% so far this year in a year that has historically been the weakest, averaging only 5%. Add to that the fact that the third year … [Read More...]
Bethe Asset Allocation Portfolio Simplified: 14 March 2025
Bethe is undergoing a further simplification. This time narrowing the number of assets to five Exchange Traded Funds (ETFs) and most likely down to four as VTI will eventually be sold out of the portfolio. … [Read more]
Huygens Asset Allocation Portfolio Review: 13 March 2025
"The most important key to successful investing can be summed up in just two words-asset allocation." - Michael Leboeuf Huygens is the portfolio on tap for an update this morning. This is one of the first portfolios to finally … [Read more]
Pauling Asset Allocation Portfolio Review: 12 March 2025
Pauling is an Asset Allocation style portfolio converging on one year of operating under this investing model. Over the past 3.25 years the results have been disappointing. As the portfolio reaches the point where all asset classes are in balance, … [Read more]
Rebalancing Asset Allocation Portfolios: 12 March 2025
If you are managing an Asset Allocation (AA) portfolio this blog is for you as I am going through the rebalancing process when managing an AA portfolio. If you are not completely sure what an AA portfolio looks like follow portfolios such as the … [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]
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