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...]
Copernicus Portfolio Review: 13 May 2024
Next to the Schrodinger Intelligent Portfolio the Copernicus is the easiest portfolio to manage as all one needs to do is save and invest in one of several U.S. Equities ETFs. Unless there is an emergency, never sell. This investment management … [Read more]
Hawking Portfolio Review: 10 May, 2024
Since my last review of the Hawking Portfolio I have added positions in ACRE (Real Estate) and FSK (Business Development Organizations). Both were "falling knives" that I tried to catch, sometimes unsuccessfully (ACRES - that I will say a little more … [Read more]
Kahneman-Tversky Portfolio Review: 10 May, 2024
The Kahneman-Tversky (K-T) Portfolio is a simple Dual Momentum Portfolio using different lookback periods to measure momentum/relative strength in separate portions of the total portfolio. The Portfolio only has a choice of 3 assets from which to … [Read more]
Millikan Sector BPI Portfolio Review: 10 May 2024
The Millikan Sector BPI portfolio is a continuation of support for this particular investing model. This review includes nearly 1.5 years of data so it is not the youngest or the oldest Sector BPI portfolio. Historical data is beginning to build … [Read more]
Rutherford Portfolio Review (Tranche 2): 10 May 2024
It was another bullish week in US equities with stocks ending ~1.8% higher than last week's close: This resulted in prices closing slightly outside the upper boundary of the tentative downtrend channel and above the psychological "round" 5200 … [Read more]
Bullish Percent Indicators: 10 May 2024
"Bullish Percent Indicators are technical analysis tools used in financial markets to gauge the overall sentiment of investors. They are represented by Point and Figure graphs, which track the percentage of stocks in a given market or index that are … [Read more]
Portfolio Performance Update: 9 May 2024
Exactly three months ago I published ITA portfolio performance data. This blog is an update of that data. A link to the February data is linked below so readers can compare performance of the different portfolios. Several changes occurred since … [Read more]
Gauss Sector BPI Portfolio Review: 9 May 2024
With 1.5 year of data, the Gauss portfolio is performing quite well using the Sector BPI model. It appears as if the longer one uses the Sector BPI model the better the performance. Market action during the last few years might be the contributing … [Read more]
- « Previous Page
- 1
- …
- 74
- 75
- 76
- 77
- 78
- …
- 178
- Next Page »