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...]
Rutherford Portfolio Review (Tranche 3): 19 April 2024
It was another bad week for US Equities with indices down ~3% on the week and now down over 5.5% from the highs at the beginning of the month. It may be a little early to be drawing bearish channels. but since we closed outside the bullish channel … [Read more]
Bullish Percent Indicators: 19 April 2024
Several days ago I posted a notice in the Forum that Technology dropped into the oversold zone. On Friday the sector dropped even further making VGT a very good buy at this point. Three other sectors are down into the 30% bullish zone so we need to … [Read more]
Kepler Sector BPI Review: 19 April 2021
Yesterday I posted a Forum notice that Technology dipped into the oversold zone. VGT is now a Buy. This morning I picked up a few shares of VGT for the Kepler and a limit order is in place to bring the Technology sector up to the recommended 10.4% … [Read more]
Carson Sector BPI Portfolio Update: 17 April 2024
Carson is the Sector BPI portfolio up for review this morning. This is the oldest portfolio using this particular investing model. There are a few tweaks this month. One of the main changes is to remove ESGV from the holdings so we can concentrate … [Read more]
Millikan Sector BPI Portfolio Review: 16 April 2024
Millikan is one of the better performing Sector BPI portfolios. Here is a bit more information as to how I am managing Sector BPI portfolios as we enter a very uncertain election season. The Sector BPI strategy remains in place as follows. If … [Read more]
Schrodinger Portfolio Review: 15 April 2024
Schrodinger is the Robo Advisor or computer managed portfolio up for review this morning. Investors not interested in investing or have minimum time to track their investments will find this style portfolio fits their desire to be invested in the … [Read more]
Darwin Portfolio Review: 12 April, 2024
The Darwin Portfolio is an "All-Weather" portfolio of five ETFs representing the major asset classes of US Equities (VTI), International Equities (VSS), US Real Estate (VNQ), US Treasuries (TLT) and Gold (GLD). For additional diversity a 10% … [Read more]
Rutherford Portfolio Review (Tranche 2): 12 April 2024
US Equities got slapped around a little this week and closed the week ~1.6% lower than last week's close: We are now sitting at the bottom of the bullish trend channel that started last November and we wait to see whether this might be a good entry … [Read more]
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