Bohr is a portfolio of moderate size managed using a few equity oriented ETFs. As with the Kepler, Einstein and a few other portfolios, this account is following a similar conservative approach due to all the uncertainties surrounding the unnecessary tariff wars. Bohr Security Holdings The Bohr currently … [Read More...]
Rutherford Portfolio Review (Tranche 2): 25 October 2024
It was a relatively quiet week in the US Equity markets with the SPX (S&P500 Index) pulling back a little to retest the support/resistance zone at ~5800: We are still in an uptrend but must wait to see whether we … [Read more]
Gauss Sector BPI Portfolio Review: 25 October 2024
Gauss is one of five portfolios currently using the Sector BPI investing model. The other four are: Carson, Franklin, McClintock, and Millikan. To see how these portfolios are performing, check out this blog post. These five portfolios were … [Read more]
Carson Sector BPI Portfolio Review: 23 October 2024
Carson is the oldest Sector BPI portfolio with a history of two years. During this period there were a few buy/sell cycles, but insufficient to conclude this investing model merits anything other than "experimental" money. The idea of buying when … [Read more]
Rutherford Portfolio Review (Tranches 4 and 1): 18 October 2024
Travelling back home after a ~6-week trip resulted in me not finding the time to review Tranche 4 of the Rutherford Portfolio last week - so I will review Tranche 4 as well as Tranche 1 this week so as to get … [Read more]
Franklin Sector BPI Portfolio: 17 October 2024
It has been nearly two years since the Franklin portfolio began using the Sector BPI investing model. Over this period the portfolio managed to keep pace with the S&P 500 (SPY) index, a major goal for these Sector BPI portfolios. Since the … [Read more]
Schrodinger Portfolio Review: 16 October 2024
Before delving into the Schrodinger review, SCHA, SCHF and FNDA experienced stock splits of 2 for 1 while FNDX and SCHX split 3 for 1. If you are working with the Investment Account Manager the stock split entry point is Transitions and Global … [Read more]
Copernicus Portfolio Review: 14 October 2024
This morning I am updating the high risk equity only Copernicus, an investing model designed for young investors or someone who has at least 15 to 20 years of future savings. High risk is defined as investing only in equities (stocks) while shunning … [Read more]
Pauling Asset Allocation Portfolio Review: 10 October 2024
Yesterday I updated a Sector BPI portfolio. This morning it is time to examine an Asset Allocation portfolio. Pauling is a modest size portfolio built to handle securities all over the globe. The portfolio contains U.S. Equities, U.S. and … [Read more]
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