Pauling is an asset allocation portfolio set up to generate dividends. It is also a portfolio where the asset classes are consolidated or tilted toward value rather than growth. This is in keeping with the latest Vanguard recommendation of what the stock market is likely to look like over the next ten years. Check out this video. Pauling Security Holdings Here are the holdings in the Pauling … [Read More...]
Bohr Asset Allocation Portfolio Review: 27 November 2024
Bohr is another asset allocation portfolio under construction or in the process of rebuilding. In operation for nearly seven months and carrying quite a bit of cash it will require some patience before all asset classes are in balance. With a value … [Read more]
Franklin Sector BPI Portfolio Review: 26 November 2024
Franklin is one of five Sector BPI portfolios with a current holding of one sector ETF, VDE or Energy. This morning I checked the Bullish Percent Indicator for Energy and it is holding steady at 63.63% bullish. When Energy reaches the 70% bullish … [Read more]
Bethe Asset Allocation Portfolio Review: 25 November 2024
Bethe is one of the portfolios recently shifted over to the Asset Allocation (AA) model as the owner is looking for long-time "stability." Stability as best can be established for a financial account. As with the other AA portfolios, the Bethe is … [Read more]
Rutherford Portfolio Review (Tranche 2): 22 November 2024
US equities recovered from last week's pullback and bounced to test the 6000 level in the SPX (S&P 500 Index): Prices were up ~2% from last week's close and this placed US Equities near the top of the asset classes in terms of relative … [Read more]
Einstein Asset Allocation Portfolio Review: 22 November 2023
Einstein is one portfolio where the investment strategy was disrupted several times over the last four to five years as there was a call for educational expenses at a time when the market was rising. As a result, performance is not what it should … [Read more]
Huygens Asset Allocation Portfolio Review: 21 November 2024
Since the last review of the Huygens portfolio I made a few small adjustments in the asset allocation percentages. I decreased the percentages to Developed International Equities (VEA) and Emerging Markets (VWO). Those percentages were shifted to … [Read more]
McClintock Sector BPI Portfolio Review: 20 November 2024
No sectors are in the oversold zone so this McClintock review will be very short with exception to the Buy and Sell limit orders shown in the final screenshot. Since there is no action within the eleven sectors we focus on U.S. Equities. The main … [Read more]
Kepler Asset Allocation Portfolio Review: 19 November 2024
When well into this update of the Kepler I realized the portfolio was reviewed only a few days ago. Since all the screenshots are uploaded I'll proceed with the update. Little has changed other than the addition of new cash and the purchase of a … [Read more]
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