Einstein is the Asset Allocation portfolio updated this morning. Shares of SCHO were sold to raise cash to bring several new ETFs into balance. Check out the asset allocation model shown in the next data table. … [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]
Bullish Percent Indicators: 29 March 2024
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
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]
Kepler Sector BPI Portfolio Review: 26 March 2024
Kepler is another Sector BPI portfolio once managed using a Relative Momentum model. When the performance lagged I finally made the switch to the Sector BPI model. To see how this move is working out be sure to check on the very last screenshot of … [Read more]
Millikan Sector BPI Portfolio: 25 March 2024
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]
- « Previous Page
- 1
- …
- 85
- 86
- 87
- 88
- 89
- …
- 184
- Next Page »