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...]
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]
Huygens Asset Allocation Portfolio Review: 10 April 2024
Welcome to the revised version of the Huygens Asset Allocation portfolio. There is a possibility the management of this portfolio will be taken over by its owner. To make the portfolio easier to manage I've set up an Asset Allocation model, quite … [Read more]
Einstein Sector BPI Portfolio Review: 9 April 2024
Einstein is the Sector BPI portfolio up for review this morning. When updating a portfolio I check on the earnings for SHV as that value or percentage impacts the Jensen Performance Index. The yield is up from 4.81% to 4.95% which places downward … [Read more]
Kahneman-Tversky Portfolio Review: 5 April, 2024
The Kahneman-Tversky Portfolio is the simplest Dual Momentum Portfolio that I review here on this site and selects only one asset chosen from a choice between three of the major asset classes - VTI (US Equities), VEA (International Equities) or US … [Read more]
Rutherford Portfolio Review (Tranche 1): 5 April 2024
Comments made by members of the Fed regarding the possibility that there may be no interest rate cuts this year scared the US equity markets on Thursday and, although they recovered slightly on Friday, markets closed the week ~1% lower from last … [Read more]
Franklin Sector BPI Portfolio Review: 5 April 2024
Franklin is the Sector BPI portfolio up for review today even though no sectors are in the oversold zone and we sold off all overbought sectors. The current holdings of Staples and Utilities are residing in the neutral zone. Over $2,200 remains in … [Read more]
McClintock Sector BPI Portfolio Review: 2 April 2024
After spending the last few days developing and setting up the Pauling II Asset Allocation portfolio (not finished) it is time to get back to reviewing one of the many Sector BPI portfolios. McClintock is the portfolio scheduled for review this … [Read more]
Pauling II Update: 1 April 2024
This interim update is to clue readers in on a few changes I made in the investment quiver and where the portfolio is after one day of trading. Numerous limit orders are still in place to purchase more shares for nearly all the asset classes. One … [Read more]
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