If you are looking for a simple eight (8) asset allocation portfolio, Einstein is the example. I am in the process of reducing the number of asset classes so all are currently not in balance. Below I will go through the process of how I intend to bring the various assets (ETFs) into balance. Einstein Holdings The following portfolio, when in balance, will come close to Vanguard's 30/70 … [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]
Bullish Percent Indicators: 9 August 2024
Monument Valley It has been several weeks since I posed BPI data as there were no changes that merited posting static information. This past week it was different as Discretionary, Energy, and Technology all moved into the oversold zone. With the … [Read more]
Rutherford Portfolio Review (Tranche 3): 9 August 2024
If we were just to look at prices today and the same time last week we might think that it was a quiet week in the US markets - but, it was far from that, with a dramatic pullback on Monday followed by a full recovery by the end of the week: Monday … [Read more]
Pauling Asset Allocation Portfolio Update: 8 August 2024
Pauling is the Asset Allocation portfolio up for review this morning. As one of the poorest performing ITA portfolios over the past two years I made some changes. The big one is a move to an Asset Allocation model which will reduce my workload. … [Read more]
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