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McClintock Sector Asset Allocation Portfolio Update: 21 October 2026

It is somewhat unusual to find eight (8) of the eleven (11) sectors populating a Sector Bullish Percent Indicator (BPI) portfolio.  Such is the case with the McClintock this morning.  While the overall market is hovering at or near all-time highs, there is weakness within the general market and that is showing up within a number of sectors.  This is why 8 of the 11 sectors dropped into the … [Read More...]

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Portfolio Management

Gauss Portfolio Review: 28 May 2025

Gauss is another portfolio using a truncated asset allocation model or one where very few ETFs are used to populate the portfolio.  In other words - Keep it simple.  In keeping with caution in this uncertain economic environment, I placed a 4.5% Trailing Stop Loss Order (TSLO) under VOO and a 2.0% TSLO under SCHG.  I am more interested in hanging on to VOO than I am SCHG.  I will let SCHD ride for … [Read More...]

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Schrodinger Portfolio Review: 1 March 2024

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Schrodinger is a "do nothing" portfolio in the sense that it is on automatic pilot after it is set up with Schwab.  This portfolio is managed by computer and is built around the principle of Asset Allocation, a long standing investing model designed … [Read more]

Bethe Portfolio Review: 26 February 2024

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The Bethe Portfolio: An Analytical Approach to Sector Investing for Retirement "With retirement planning in mind, the Bethe Portfolio takes an analytical approach to sector investing. By strategically allocating investments across various sectors, … [Read more]

Reworking the Sector BPI Investing Model

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Since the Sector BPI investing model was launched a little over a year ago several tweaks or adjustments have been made to the BPI model.  This blog post explains another adjustment or refinement.  Rather than complicate the model, this version is … [Read more]

Kepler Portfolio Review: 23 February 2024

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Normally I do not review individual portfolios on the weekend as markets are closed and if there are any manual risk adjustments advised they cannot be enacted until the market opens next week.  There are two reasons why the Kepler is reviewed this … [Read more]

Bullish Percent Indicators: 23 February 2024

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Despite a strong day or two this week, Bullish Percent Indicators paint a slightly weak outcome for U.S. Equities.  This is the case for both the broad indexes as well as the individual market sectors. The call for a Buy in Utilities a week ago is … [Read more]

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