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Kepler Asset Allocation Portfolio Review: 11 September 2026

Kepler is the asset allocation portfolio scheduled for a review this morning.  The current lineup of ETFs is only three months old so we have little data as to whether this new asset allocation mix will improve the historically poor performance of the Kepler. As currently constructed the portfolio will throw off approximately 4.0% in dividends, and that is without the portfolio being in … [Read More...]

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Portfolio Management

McClintock Portfolio Update: 28 February 2023

McClintock, one of two remaining Dual Momentum™ portfolios, was not scheduled for an update this morning, but it was the last portfolio not updated since January.  Before moving into March, I wanted current data for the Portfolio Performance spreadsheet so that is the reason for this early post. In the following worksheet (from the Kipling spreadsheet) I moved the look-back period to a full year … [Read More...]

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Schrodinger Portfolio Review: 8 January 2024

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Schrodinger is an excellent portfolio to review on a Monday as no decisions are required.  As long-time readers know, the Schrodinger is an Intelligent Portfolio managed by computer algorithms at Schwab.  These portfolios are sometimes known as Robo … [Read more]

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]

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