The Pauling is another portfolio undergoing asset allocation changes in an effort to both improve performance while providing additional protection against a major market draw-down. Interest rates moved up for the 30-year bond as there were fewer buyers. Higher interest rates do not bode well for the market. However, the U.S. Equities market continues to shed negative news and just … [Read More...]
Huygens Asset Allocation Portfolio Review: 26 September 2024
As one of several Asset Allocation portfolios, the Huygens is beginning to meet all the percentage requirements. There are still a few asset classes that are oversubscribed or above the recommended percentage due to holdovers from the prior … [Read more]
Gauss Sector BPI Portfolio Review: 25 September 2024
ITA readers using the Sector BPI investing model take note. Energy (VDE) continues in the oversold zone so it is a Buy. Sectors overbought are: Discretionary (VCR), Staples (VDC), Financial (VFH), Health (VHT), Industrial (VIS), Utilities (VPU), … [Read more]
Bohr Asset Allocation Portfolio Review: 24 September 2024
Bohr is the asset allocation portfolio up for review this morning. As we approach the end of the third quarter, I have a question. Do any readers know if Schwab adjusts the price on a limit order when a dividend is pending? TD Ameritrade made such … [Read more]
Rutherford Portfolio Review (Tranche 1): 20 September 2024
On Thursday the SPX (S&P 500 Index) broke through resistance to hit new all-time highs and confirm that the recent pullback was a mere "breather" in the current uptrend (higher highs and higher lows) that started in May - or even last November … [Read more]
Franklin Sector BPI Portfolio Review: 19 September 2024
This morning I am reviewing one of five Sector BPI portfolios, the Franklin. The Franklin has been using the Sector BPI model for nearly two years so we are beginning to gain some respect for the results. Portfolios using the Sector BPI model are … [Read more]
Bethe Asset Allocation Portfolio Review: 18 September 2024
Bethe is another Asset Allocation model portfolio similar to the Kepler and Einstein, two portfolio recently reviewed. In the case of the Bethe, it is outperforming the AOR benchmark. Just a short word about investment books. Simply put, there are … [Read more]
Kepler Asset Allocation Portfolio Review: 17 September 2024
Yesterday I updated the Einstein, a portfolio very similar to the Kepler to be reviewed in this blog post. Both portfolios were recently switched to the Asset Allocation model and as such both portfolios need special attention when it comes to … [Read more]
Einstein Asset Allocation Portfolio Update: 16 September 2023
Einstein is undergoing major changes. 1) The investing model is transitioning over to the Asset Allocation model. 2) Funds were withdrawn for educational and personal expenses. 3) The asset allocation was adjusted to follow the David Swensen … [Read more]
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