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Einstein Portfolio Update: 14 July 2026

What to do with a poor performing portfolio?  Advice to the owner of the Einstein is to continue to add money to the portfolio and work toward keeping the various asset class close to target.  Instead of concentrating on the Internal Rate of Return, focus on the Jensen Alpha and Information Ratio. Einstein Security Holdings The asset allocation model is set up to resist a market draw-down.  It … [Read More...]

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Portfolio Management

Franklin Portfolio Update With A Bard Example: 12 April 2023

Franklin (named for Rosalind of DNA fame) is the portfolio scheduled for an update this morning.  Moments ago I checked the latest Sector BPI data and Utilities (VPU) remains in the overbought zone.  The recommendation is to place a 3% Trailing Stop Loss Order (TSLO) under VPU, assuming investors are holding that ETF in their Sector BPI portfolio.  No BPI sectors are in the oversold zone so there … [Read More...]

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Bullish Percent Indicator Data: 5 January 2024

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The following two data tables provide or inform us as to the weakness in U.S. Equities.  While there are still plenty of overbought indexes and sectors, the direction this past week was down. Check the center footer to see what portfolios are coming … [Read more]

Franklin Portfolio Review: 3 January 2024

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Despite the small size, the Franklin portfolio receives the same attention as the larger portfolios.  The same methods are used to manage this Sector BPI portfolio as with all other sector BPI portfolios.  Readers interested in the Sector BPI model … [Read more]

Darwin Portfolio Review: 29 December 2023

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At the end of 2023 the Darwin Portfolio is showing a profit of 17% (16.4%  annualized IRR) since inception in November 2022. This is not as good as the return on the S&P 500 Index (up 18.5% over the same period) but beats the performance of a … [Read more]

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Portfolios coming up for review.  Pauling, Einstein, and Carson 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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