What to do with a poor performing portfolio? Advice to the owner of the Einstein is to continue to add money to the portfolio and work toward keeping the various asset class close to target. Instead of concentrating on the Internal Rate of Return, focus on the Jensen Alpha and Information Ratio. Einstein Security Holdings The asset allocation model is set up to resist a market draw-down. It … [Read More...]
Millikan Sector BPI Portfolio Review: 3 July 2024
One of the better performing Sector BPI portfolios is the Millikan even though it has only been using the model for 19 months. We are beginning to build a historical data base we can use to move forward with the model. Some of this evidence is … [Read more]
Pauling Asset Allocation Portfolio Review: 2 July 2024
Pauling is one of three asset allocation portfolios I watch over here at ITA. The other two are the Schrodinger and the Huygens. Pauling and Huygens are new to this model as each has only been operational for three months. Asset Allocation as an … [Read more]
Gauss Sector BPI Portfolio Review: 2 July 2024
Gauss kicks off the first Sector BPI portfolio in July. The latest BPI data is not recommending any changes that influence current sector holdings in the Gauss. With 41% of the portfolio in cash some decisions are required. Follow along as I walk … [Read more]
Copernicus Equity Only Portfolio Update: 1 July 2024
Copernicus is a U.S. Equity only portfolio. In other words, the only investments are U.S. Equity ETFs. As such the Copernicus is nearly guaranteed to outperform the S&P 500 if two conditions are met. 1) The market is higher when the performance … [Read more]
Rutherford Portfolio Review (Tranche 1): 28 June 2024
US equities, as measured by the performance of the S&P 500 Index (SPX), closed the week slightly lower than last week's close after consolidating sideways for most of the week and battling with the 5500 resistance level. Markets were weak on … [Read more]
Schrodinger Intelligent Portfolio Update: 28 June 2024
Saturday is not a normal day for me to update a portfolio as I prefer to buy and sell securities, if the analysis calls for a change, when the market is open. That is not the case with the Schrodinger as I don't make the management decisions. Buy … [Read more]
Bullish Percent Indicators: 28 June 2024
It would not have been necessary to post the Bullish Percent Indicator data this week as no changes are in store for those readers using the Sector BPI investing model. However, it is useful as we enter the summer months to keep an eye on sectors … [Read more]
Carson Sector BPI Portfolio Review: 28 June 2024
This morning the Carson Sector BPI (named for Rachel Carson) portfolio is due for an update. As the oldest Sector BPI portfolio the Carson is also a top performing portfolio. As one of several portfolio using the Sector BPI investing approach … [Read more]
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