In a few days the Franklin portfolio will celebrate its fourth birthday. With this much history we are beginning to gain some sense as to how the Sector BPI investment model performs during a bull market. What we still don't know is how well this investing model will perform in a bear market. The Franklin only caught the tail end of the poor 2022 market. Not much of a test. The next four … [Read More...]
Bethe Asset Allocation Portfolio Review: 16 April 2025
Bethe is a portfolio managed using a simplified version of the Asset Allocation (AA) model. It is much too early to know how this truncated AA model will work during volatile markets. As readers will see in a moment, I am holding a much larger … [Read more]
Schrodinger Portfolio Review: 11 April 2025
Schrodinger is the gold standard when it comes to passive investing. This portfolio answers the question, "Who will manage the family portfolio when I die?" This style portfolio goes by several titles. The general classification is Robo Advisor … [Read more]
Rutherford-Darwin Portfolio Review: 11 April 2025
It was another crazy week in the US equity markets with the SPX (S&P 500 Index) closing the week ~5.7% higher than last week's close: … [Read more]
Bullish Percent Indicators: 11 April 2025
Based on the high volatility of the U.S. Equities market this week I thought it expedient to post the latest Bullish Percent Indicator (BPI) data. For those not familiar with BPI graphs, it is an entirely different way to plot price movements of … [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]
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