Einstein is entering its fourth month operating under a new asset allocation mix of ETFs. The revised allocation is designed to withstand a major equity draw-down. Here is information on the first three months of operation. June: Loss of 0.92 percent (-0.92%) July: Gain of 1.54 percent (1.54%) August: Gain of 1.58 percent (1.58%) As readers you will see that the portfolio is … [Read More...]
Pauling Update: 24 April 2024
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]
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]
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