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...]
Bohr Portfolio Review: 18 December 2023
Last Friday VPU and VNQ were sold out of the Bohr as the Trailing Stop Loss Orders (TSLOs) were struck. The sale of these two sector ETFs results in a 34% cash level so some decisions are required as to what to do with this money. No sectors are … [Read more]
Rutherford Portfolio Review (Tranche 1): 15 December 2023
Well, Santa sure pulled us through that strong resistance zone at ~4600 in the SPX (S&P 500 Index) and US equities closed the week up ~2.8% from last week's close after 2 weeks of sideways consolidation: now the challenge will be to see … [Read more]
Bullish Percent Indicators: 15 December 2023
Bullish Percent Indicators (BPI) as shown in the following two tables provides a broad behavioral view of the U.S. Equities market. The second table breaks the market into its eleven different sectors and it is that data we use to manage the Sector … [Read more]
Gauss Sector BPI Portfolio Review: 15 December 2023
Gauss just passed birthday number one as a Sector BPI portfolio. How well has the portfolio performed vs. the S&P 500 on both an absolute scale (Information Ratio) and a risk adjusted basis(Jensen Performance Index)? Both measurements are … [Read more]
Millikan Sector BPI Portfolio Review: 14 December 2023
Millikan is the portfolio up for review this morning and I have a full (five screenshots) update awaiting readers. If you missed the sector update posted earlier this morning, check it out here. The next portfolio sector report update will occur … [Read more]
Analyzing Sector Investing Model Sector By Sector: 13 December 2023
How well is the Sector BPI investing model performing is a cogent question? Carson is the oldest portfolio using this investing model and it is less than two years old. Other portfolios were gradually switched to this model as the data began to … [Read more]
Carson Sector BPI Portfolio Review: 13 December 2023
Wow! What a good day for U.S. Equities. How did the Carson portfolio, one of 13 Sector BPI accounts, perform compared to the S&P 500? When last check the BPI data six sectors were overbought. They are: Financial, Health, Industrial, … [Read more]
Copernicus Update: 11 December 2023
Next to the Schrodinger portfolio the Copernicus is the easiest to manage. In addition, the Copernicus is the top performer so that tells us something. Keep it simple. With the Schrodinger, all one does is electronically transfer money from a … [Read more]
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