Kepler is the asset allocation portfolio scheduled for a review this morning. The current lineup of ETFs is only three months old so we have little data as to whether this new asset allocation mix will improve the historically poor performance of the Kepler. As currently constructed the portfolio will throw off approximately 4.0% in dividends, and that is without the portfolio being in … [Read More...]
Bullish Percent Indicators: 21 June 2024
What happened to U.S. Equities this past week? Lifetime and Platinum members will see that little action took place other than a slight decay in performance for small- and mid-cap stocks. The first table lays out the broad picture while the second … [Read more]
Franklin Sector BPI Portfolio Review: 21 June 2024
Welcome to the first full day of summer. To open up the third quarter I'll review the Franklin, similar to the Gauss updated yesterday. One major difference between these two portfolios is that the Franklin concentrates on using VOO and VTI when … [Read more]
Gauss Sector BPI Portfolio Review: 20 June 2024
Gauss is the Sector BPI portfolio scheduled for review this first day of summer. The Gauss uses a few more equity ETFs than some of the other Sector BPI portfolios in that developed international and emerging market equities are investment options. … [Read more]
Huygens Asset Allocation Portfolio: 19 June 2024
There are three ITA portfolios I track that use the Asset Allocation model. The oldest is the Schrodinger and new to the game are the Pauling and Huygens. These latter two were launched in April of this year so there is little history. This … [Read more]
Sector BPI Millikan Portfolio Update: 14 June 2024
If you have been looking for portfolio updates over the past week and saw little action, I took a few days off for a trip to Southern California. Now back from that trip, expect to see quite a bit of action as I update a number of portfolios. … [Read more]
Rutherford Portfolio Review (Tranche 3): 14 June 2024
It was another bullish week in US equities with stocks continuing their slow climb to new highs: In terms of relative strength, compared with other major asset classes, US equities again came in close to the top of the list, although long term … [Read more]
Bullish Percent Indicators: 14 June 2024
Bullish Percent Indicators were mixed this week. Both major indexes (NYSE and NASDAQ) declined in the number of bullish stocks. Large tech stocks performed well as we see improvement in the NASDAQ 100. We do not see broad strength in the U.S. … [Read more]
If Starting Over
What advice would I pass on to a beginning investor? Is this advice applicable for a retired investor? You be the judge. Investing does not require a finance degree from the University of Chicago. For starters, check out this video to see just … [Read more]
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