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...]
Carson Sector BPI Portfolio Review: 29 February 2024
Carson, the oldest Sector BPI portfolio, is up for review this morning. As you go through this analysis pay attention to the latest Sector BPI version and don't pass up the last two screenshots. The next to last one lays out the performance of the … [Read more]
Franklin Sector BPI Portfolio Review: 27 February 2024
Franklin Sector BPI Portfolio Review: 27 February 2024 In this innovative review of the Franklin Sector BPI investment portfolio, we delve into the dynamic world of sector-based investments. Our analysis highlights the potential for growth and … [Read more]
Bethe Portfolio Review: 26 February 2024
The Bethe Portfolio: An Analytical Approach to Sector Investing for Retirement "With retirement planning in mind, the Bethe Portfolio takes an analytical approach to sector investing. By strategically allocating investments across various sectors, … [Read more]
Reworking the Sector BPI Investing Model
Since the Sector BPI investing model was launched a little over a year ago several tweaks or adjustments have been made to the BPI model. This blog post explains another adjustment or refinement. Rather than complicate the model, this version is … [Read more]
Rutherford Portfolio Review (Tranche 3): 23 February 2024
It was another positive week for US equities with the S&P 500 Index hitting new highs after a shaky start to the week. At the end of the week US equities closed ~1.4% higher than last week's close: Relative to other major asset classes US … [Read more]
Kepler Portfolio Review: 23 February 2024
Normally I do not review individual portfolios on the weekend as markets are closed and if there are any manual risk adjustments advised they cannot be enacted until the market opens next week. There are two reasons why the Kepler is reviewed this … [Read more]
Bullish Percent Indicators: 23 February 2024
Despite a strong day or two this week, Bullish Percent Indicators paint a slightly weak outcome for U.S. Equities. This is the case for both the broad indexes as well as the individual market sectors. The call for a Buy in Utilities a week ago is … [Read more]
Millikan Sector BPI Portfolio Review: 23 February 2023
Millikan is one of the older portfolios using the Sector BPI investing model. Nevertheless, we are still in the hypothesis stage with this model as we need to traverse several Buy/Sell cycles to gain a better understanding as to how this model works … [Read more]
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