Rebalancing continues within the Bohr portfolio as a number of asset classes are still out of balance to the low side. I continue to hold a large percentage of short-term treasuries as there will be better buying opportunities in the future, unless the Shiller CAPE and Buffett Indicator ratios are providing false signals for the first time since 1950. The Bohr has been a poor performer and will … [Read More...]
Einstein Portfolio Update: 11 February 2025
Einstein is the portfolio up for review this morning. As mentioned in a prior blog post the owner of the Einstein needed educational funds at the wrong time based on market action. Selling shares in a down market is not conducive to producing good … [Read more]
Rutherford-Darwin Portfolio Review: 7 February 2025
Another rather volatile week in US equity markets with no clear indication of a short-term trend: ..... although we remain in the longer term uptrend channel that started last May. We have now been churning sideways for the past 3 months. US … [Read more]
Bullish Percent Indicators: 7 February 2025
Bullish Percent Indicator data was last published on January 10th of this year. There was little need to publish anything over the last month as no sector action impacted any of the Sector BPI portfolios. There was one day when Staples dipped into … [Read more]
Schrodinger Portfolio Review: 6 February 2025
Once more it is time to update the highly touted Schrodinger portfolio. This account is a Schwab "Intelligent Portfolio" managed by computer. I think of this style of portfolio as a Robo Advisor portfolio. As an investor interested in setting up … [Read more]
Millikan Asset Allocation Portfolio Update: 5 February 2025
The Millikan portfolio is the other Sector BPI portfolio I am switching to a simplified asset allocation investment model. It will likely take a few more reviews before the portfolio is in balance. The current beta is 0.71. When in total balance … [Read more]
Gauss Asset Allocation Portfolio Review: 5 February 2025
Gauss is not scheduled for a review until later this month, but since I am shifting this account from a Sector BPI investing model over to a simplified Asset Allocation investing model, I need to get started on the rebalancing process. The following … [Read more]
Bethe Portfolio Review: 4 February 2025
With chaos emerging from the "Dunning-Kruger Administration" every day, what should investors be doing with their retirement accounts? A reasonable question. If you are young and are taking the long view, root for the market to decline so you can … [Read more]
Rutherford-Darwin Portfolio Review: 31 January 2025
DeepSeek attempted to take US Equities (specifically tech stocks) to the Deep Six on Monday - but markets recovered mid week only to show weakness again on Friday: Overall, the SPX (S&P 500 Index) was down ~1% over last Friday's close. However, … [Read more]
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