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...]
Bullish Percent Indicators: 31 May 2024
Friday's uptick near the market close was insufficient to counter the broad decline in the major indexes and sectors of U.S. Equities. I assumed we might see a few sectors turn bullish based on the surge late Friday. Not so. Only one index and one … [Read more]
Huygens Asset Allocation Portfolio Update: 30 May 2024
Huygens is one of three portfolio operating under the Asset Allocation investing model. The other two are the Pauling and Schrodinger. The Schrodinger is slightly different in that computers are used to manage the allocations. Only recently did I … [Read more]
Pauling Asset Allocation Portfolio Review: 29 May 2024
Pauling is a recent Asset Allocation portfolio as performance has been a disappointment. Thus the change. If this Asset Allocation model does not show improvement over the next few months I'll recommend shifting this portfolio to a Schwab … [Read more]
Gauss Sector BPI Portfolio Review: 27 May 2024
Sending best wishes to all readers on this Decoration Day. Gauss is the Sector BPI portfolio up for review. This particularly portfolio is set up with an expanded investment quiver that includes developed international equities (VEA) and emerging … [Read more]
Einstein Sector BPI Portfolio Review: 24 May 2024
The Einstein portfolio poses particular problems and is an interesting test of the Sector BPI investing model. Details to follow. Due to the owner needing cash from this account in the near future, the Einstein will be managed differently. … [Read more]
Rutherford Portfolio Review (Tranche 4): 24 May 2024
It was not a good week for US Equities as the S&P 500 Index banged it's head against the 5300 barrier all week and closed ~0.2% lower than last weeks close: Prices are still in an uptrend channel and sitting near the all-time highs. It will be … [Read more]
Bullish Percent Indicators: 24 May 2024
Bullish Percent Indicators (BPI) provide a different way of looking at or checking market action. The data provided in the two following tables is quite provincial in that the data focuses on U.S. markets and omits all international markets. Keep … [Read more]
McClintock Sector BPI Portfolio Review: 23 May 2024
One of the younger Sector BPI portfolios is the McClintock. In operation a tad over seven (7) months or barely sufficient time to make any kind of evaluation as to the viability of this investing model we are looking for trends rather than current … [Read more]
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