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Huygens Portfolio Review: 31 July 2026

Huygens is the asset allocation portfolio scheduled for review this morning.  Since I first started this blog shares of GLDM and IAU were sold and the money was reinvested in short-term treasuries, SCHO.  This move will lower the portfolio beta which in turn will elevate the Jensen Alpha value. Huygens Asset Allocation Model Limit orders are in place to purchase more shares of VTI and VYM.  … [Read More...]

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Franklin Sector BPI Portfolio Review: 12 May 2023

Franklin is one of four portfolio currently managed using the Sector BPI Plus model.  Yesterday I updated the Bullish Percent Indicator table (to be published tomorrow) and Telecom (VOX) was a Buy recommendation.  Energy (VDE) is very close to a Buy.  Look for the BPI data tomorrow. Franklin Investment Quiver and Current Holdings Below is the expanded Sector BPI portfolio or what I now title … [Read More...]

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Pauling Update: 24 April 2024

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When I first began setting up this Asset Allocation portfolio I called it Pauling II.  Now that the account is nearly established or fully populated I'm reverting back to the original name, Pauling. The philosophy behind this portfolio is to build a … [Read more]

Bullish Percent Indicators: 19 April 2024

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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

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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]

Schrodinger Portfolio Review: 15 April 2024

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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

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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]

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Portfolios coming up for review.  Millikan, McClintock, Huygens, Bohr, Schrodinger, Bethe, Franklin, and Pauling are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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