Einstein is entering its fourth month operating under a new asset allocation mix of ETFs. The revised allocation is designed to withstand a major equity draw-down. Here is information on the first three months of operation. June: Loss of 0.92 percent (-0.92%) July: Gain of 1.54 percent (1.54%) August: Gain of 1.58 percent (1.58%) As readers you will see that the portfolio is … [Read More...]
Darwin Portfolio Review: 29 December 2023
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]
Rutherford Portfolio Review (Tranche 3): 29 December 2023
It was a quiet, holiday shortened, week in the markets with the S&P 500 Index drifting slightly higher by ~0.3% toward the all-time highs of 2 years ago of ~4800 in the SPX: However, Santa could not pull us through the strong resistance at this … [Read more]
Bullish Percent Indicators: 29 December 2023
Bullish Percent Indicator (BPI) data is the driving force behind the Sector BPI investing model. In the following blog post the top table gives us a broad view of how the U.S. Equities market is performing. Right now the market is very strong, … [Read more]
Copernicus Portfolio Review: 29 December 2023
To end 2023 portfolio reviews on a strong note I selected the Copernicus as it is the portfolio for the young or those investors several years away from retirement. The thesis of the Copernicus is to invest only in U.S. Equities and never sell … [Read more]
Einstein Sector BPI Portfolio Review: 29 December 2023
Einstein is another portfolio that switched from the Relative Strength model over to the Sector BPI investing model. With only two months of data we need to check on trends rather than absolute performance numbers. By this time next year we will … [Read more]
Bohr Sector BPI Portfolio Review: 28 December 2023
As positive results from the Carson portfolio began to emerge, I began switching portfolios that were using either the Relative Strength or Dual Momentum models over to the Sector BPI investing model. Bohr is one of the portfolios that began the … [Read more]
McClintock Sector BPI Portfolio Review: 27 December 2023
The McClintock Sector BPI portfolio is only a few months into this investing model. In the last screenshot readers will see the benefits of this model. At least the latest results are extremely positive. No sectors are currently in the oversold … [Read more]
Kepler Sector BPI Portfolio Review: 26 December 2023
Kepler is another portfolio that made the transition from a Relative Strength investing model over to the Sector BPI investing model in the last few months. Therefore, pay more attention to trends rather than the absolute performance results. This … [Read more]
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