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Kepler Asset Allocation Portfolio Review: 11 September 2026

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...]

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Portfolio Management

Copernicus Portfolio Update: 15 January 2026

Here we are at the halfway point in January and it is time to update the top performing portfolio, Copernicus.  Copernicus is an equity only portfolio where I set out to invest only in S&P 500 equities.  With the market hovering at its high point diversification seemed prudent.  As a result I pulled back on VOO, opened up RSP, and added some dividend oriented ETFs. As readers are aware, VOO … [Read More...]

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Bullish Percent Indicators: 29 March 2024

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Just as one sunny day does not constitute a summer, nor does one strong market day speak well for an entire week.  Not all indexes and sectors of the market moved up this week as one might have anticipated.  Two of the seven indexes reverted to the … [Read more]

Copernicus Portfolio Review: 29 March 2024

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Passive investing is the name of the game with the Copernicus portfolio.  The philosophy of the Copernicus is to purchase U.S. Equity ETFs when cash is available and to never sell unless there is an emergency.  One major advantage to a no-sell model … [Read more]

Millikan Sector BPI Portfolio: 25 March 2024

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Millikan is the Sector BPI portfolio up for review this morning.  Earlier I checked the sector BPI percentages to see if either Staples or Utilities moving into either the oversold or overbought zone.  No moves requiring any decisions showed up this … [Read more]

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]

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