Kepler is the asset allocation portfolio scheduled for a review this morning. The current lineup of ETFs is only three months old so we have little data as to whether this new asset allocation mix will improve the historically poor performance of the Kepler. As currently constructed the portfolio will throw off approximately 4.0% in dividends, and that is without the portfolio being in … [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]
Pauling II Asset Allocation Portfolio Launch: 1 April 2024
"A major part of any investment plan is portfolio asset allocation." - Richard A. Ferri Welcome to the Pauling II Asset Allocation portfolio. Expanding on the Tentative Asset Allocation model, the Pauling II will use fifteen (15) asset classes, … [Read more]
Rutherford Portfolio Review (Tranche 4): 28 March 2024
US Markets started the week slowly with a small pullback at the beginning of the week but finished the holiday-shortened week with a recovery and closing about 0.25% higher than last week's close: However, we are still hovering at that 5200-5220 … [Read more]
Tentative Asset Allocation Model
Asset Allocation is a popular investing model when it comes to constructing a portfolio. What asset classes to include and what percentage of each asset is open for debate and discussion. In the follow example, titled ITA-AA, I've selected ten … [Read more]
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