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McClintock Portfolio Review: 30 July 2026

This morning it is time to update the McClintock portfolio, one of three Sector Bullish Percent Indicator (BPI) portfolios.  Few changes occurred since the last review.  When sector shares were sold I reinvested the cash in SCHO so as to increase dividends rather than let the cash remain dormant in the low interest bearing money market. McClintock Sector Holdings Below are the current holdings … [Read More...]

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Portfolio Management

Einstein Asset Allocation Portfolio Review: 5 August 2024

Before moving into the Einstein update, users of the Sector BPI investing model need to be aware that Discretionary, Energy, and Technology dropped into the oversold zone.  I purchased shares of VCR, VDE, and VGT for several portfolios this morning. And now for the Einstein update.  As mentioned in several blogs back, the owner of the Einstein needs to hold a significant amount of cash to meet … [Read More...]

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Darwin Portfolio Review: 17 May, 2024

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The Darwin Portfolio is an "All-Weather" Portfolio built from 5 ETFs representing diversification in 5 major asset classes. The portfolio also hold a ~10% allocation to "volatility" as an asset class providing even more diversification. Allocations … [Read more]

Bullish Percent Indicators: 17 May 2024

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Bullish Percent Indicator (BPI) data points to another strong week for U.S. Equities.  While Energy dropped out of the overbought zone, two other sectors moved above the 70% critical bullish line.  The month of May is off to a much better start than … [Read more]

Schrodinger Portfolio Review: 16 May 2024

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One of my favorite portfolios, the Schrodinger, is scheduled for review this morning.  Why is it a favorite?  1) It is easy to manage as there is nothing to do but save.  2) Performance is excellent.  3) It is tax efficient if the account is greater … [Read more]

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