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Huygens Portfolio Review: 31 July 2026

Huygens is the asset allocation portfolio scheduled for review this morning.  Since I first started this blog shares of GLDM and IAU were sold and the money was reinvested in short-term treasuries, SCHO.  This move will lower the portfolio beta which in turn will elevate the Jensen Alpha value. Huygens Asset Allocation Model Limit orders are in place to purchase more shares of VTI and VYM.  … [Read More...]

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Kepler Sector BPI Portfolio Review: 10 January 2024

Kepler is similar to the Einstein in that both portfolios were managed by a similar investing model and both were switched to the Sector BPI model about the same time.  Based on Bullish Percent Indicator data no sectors are oversold and all overbought sectors have long had their respective ETFs set with 3% TSLO values. Nearly 46% of the Kepler is held in cash so decisions need to be made as to … [Read More...]

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Einstein Portfolio Review: 29 January 2024

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Einstein is the Sector BPI portfolio up for review this morning.  One change made to the investment quiver is the addition of Developed International Equities (VEA) and Emerging Market Equities (VWO).  Neither asset class is currently recommended for … [Read more]

Bullish Percent Indicators: 26 January 2024

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When financial news reports the stock market is either up or down the information is generally referring to the 30 Dow Jones Industrial stocks.  While the DJIA forms a significant percentage of the U.S. Equities market it does not tell the whole … [Read more]

Copernicus Portfolio Review: 24 January 2024

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If you are looking for investment advice for your children or grandchildren, Copernicus is an excellent choice as no management skills are required.  Open up a broker account and begin saving.  While the Copernicus focuses on four broad index ETFs … [Read more]

McClintock Portfolio Review: 22 January 2024

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Yesterday the Dow Jones Industrial Average (DJIA) closed above 38,000 for the first time in history.  A few readers may recall a book titled:  Dow 36,000: The New Strategy for Profiting From the Coming Rise in the Stock Market written by James K. … [Read more]

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Portfolios coming up for review.  Millikan, McClintock, Huygens, Bohr, Schrodinger, Bethe, Franklin, and Pauling are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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