Einstein is entering its fourth month operating under a new asset allocation mix of ETFs. The revised allocation is designed to withstand a major equity draw-down. Here is information on the first three months of operation. June: Loss of 0.92 percent (-0.92%) July: Gain of 1.54 percent (1.54%) August: Gain of 1.58 percent (1.58%) As readers you will see that the portfolio is … [Read More...]
Bullish Percent Indicators: 23 August 2024
Several weeks passed since I last posted any Bullish Percent Indicator (BPI) data. No recommendations were forthcoming so it was not necessary to fill up the blog with useless data. That changed this week as several sectors moved into the … [Read more]
Huygens Asset Allocation Portfolio Review: 23 August 2024
Huygens is the Asset Allocation portfolio up for review this morning. While the Huygens is rounding into shape or the various assets are moving toward the recommended balance positions, major price changes, as we have seen over the last week, makes … [Read more]
Copernicus Portfolio Update: 22 August 2024
Copernicus is the portfolio scheduled for review this morning. This is one of the easiest portfolios to update as there is nearly nothing to do other than save and invest in U.S. Equities. The Copernicus is designed for young investors or someone … [Read more]
Franklin Sector BPI Portfolio Review: 20 August 2024
Before updating the Franklin I checked the Bullish Percent Indicator (BPI) data to see if any sectors moved into the overbought zone as a result of the recent market performance. The two sectors in the overbought zone are Utilities and Real Estate. … [Read more]
Rutherford Portfolio Review (Tranche 4): 16 August 2024
The bounce in equity prices continued this week as just about all the major asset classes continued to climb. US Equity prices hit the high end of the downtrend channel: Now we wait to see whether there is any follow-through from here or whether we … [Read more]
Millikan Sector BPI Portfolio Review: 13 August 2024
Millikan is one of five portfolios employing the unique Sector BPI investing model. Bullish Percent Indicator charting is not what one might call "main stream" investment tracking. It is a different way of monitoring security performance. The … [Read more]
Bethe Asset Allocation Portfolio Review: 12 August 2024
Bethe was first launched eight years ago, but not as an Asset Allocation portfolio. This month we begin a new (to the Bethe) investing approach with this portfolio. As we gather data from month to month we will see how this model performs, both on … [Read more]
Kahneman-Tversky Portfolio Review: 9 August, 2024
The Kahneman-Tversky Portfolio is the simplest portfolio that I review on this site and consists of a choice of one ETF from three options - two Equity ETFs (US or International) and one Bond ETF (Long Term US Treasuries). The only twist to the … [Read more]
- « Previous Page
- 1
- …
- 69
- 70
- 71
- 72
- 73
- …
- 182
- Next Page »