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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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Portfolio Management

Gauss Sector BPI Portfolio Update: 7 October 2024

Since the last update of the Gauss shares of VDC and VCR were sold out of the portfolio as the 3% Trailing Stop Loss Orders were struck.  This leaves VIS, a shard holding, and VDE, the energy sector that took a huge leap up this past week. The sale of VCR and VDC results in a significant amount of cash in the portfolio.  Since no sectors are currently oversold the cash needs to be invested in VTI … [Read More...]

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Bullish Percent Indicators: 22 March 2024

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Point and Figure charts are unique to Technical Analysis. Bullish Percent Indicator (BPI) data for this week informs us this was a good week for U.S. Equities.  Not every indicator moved up, but the vast majority showed an increase in the percentage … [Read more]

Carson Sector BPI Portfolio: 21 March 2024

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"Fund expenses have a direct impact on investment returns." Carson, the oldest Sector BPI portfolio, is the account up for review today.  With U.S. Equities pushing the upper limits no sectors are positioned in the oversold zone.  In these market … [Read more]

Bullish Percent Indicators: 15 March 2024

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U.S. Equities were a tad erratic this week as some indexes and sectors of the market performed very well while others took a hit.  Technology stocks were a good example as the NASDAQ and VGT dropped significantly.  Energy on the other hand jumped up … [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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