Bethe is the asset allocation portfolio schedule for an update this morning. This portfolio is undergoing a few changes in the asset makeup as I am setting this portfolio up, as well as several others, to withstand a potential market correction. As currently constructed the Bethe is holding too many shares of SCHD, based on the target percentage. Rather than selling shares I plan to hold the … [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]
Pauling Asset Allocation Portfolio Review: 18 November 2024
Pauling is one of several Asset Allocation portfolios launched in early April of this year (2024). In an effort to reduce taxes I avoid selling appreciated Exchange Traded Funds (ETFs). This strategy slows down the rebalancing process. Rebalancing … [Read more]
Rutherford Portfolio Review (Tranche 1): 15 November 2024
It seemed to be a week of reflection and re-evaluation in the US markets following last week's strong positive reaction to the US elections. The US Equity markets pulled back ~2% on the week: … [Read more]
Kepler Asset Allocation Portfolio Review: 14 November 2024
Thanksgiving greetings to Canadians, U.S, readers, and to all those around the world who celebrate Thanksgiving sometime in November. And now to the Kepler update. This portfolio has been lagging the benchmark for a few years so I moved … [Read more]
Bohr Asset Allocation Portfolio Review: 13 November 2024
Bohr is one of several portfolios that were transferred over to the Asset Allocation (AA) investing model within the last year. AA is the model commonly used to manage portfolios as it is well diversified to handle various market conditions. … [Read more]
Franklin Sector BPI Portfolio Update: 11 November 2024
Franklin is a small Sector BPI portfolio that continues to hold its own when compared to the SPY benchmark. We now have a two-year history with this model for the Franklin. The ITA Sector BPI portfolios (five in total) are of different size, are … [Read more]
Rutherford Portfolio Review (Tranche 4): 8 November 2024
As investors we have to ignore the polititians and focus on the impact of policy on the markets. Obviously, Trump's victory is seen positively by the majority of investors as being good for the markets - at least for now. Last week I suggested that … [Read more]
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