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...]
Rutherford Portfolio Review (Tranche 4): 8 December 2023
It was the second straight week of trading in a narrow (~50 point) range and below the important 4600 level in the S&P 500 US Equity index (SPX) although the index did move slightly through the prior pivot high intra-day on Friday but closed … [Read more]
Bullish Percent Indicators: 8 December 2023
Based on Bullish Percent Indicator (BPI) data this past week was a modest success. All major indexes that cover U.S. Equities are currently positive and all sectors with one exception either held even or moved up the bullish scale. Two sectors are … [Read more]
Franklin Sector BPI Portfolio Review: 8 December 2023
This update of the Franklin will be short as only one change is in the offing and that has to do with a single sector (VHT). More on this later. The first thing I did before starting this review was to update all the sector Bullish Percent … [Read more]
Pauling Sector BPI Portfolio Update: 6 December 2023
Since there are no purchase recommendations and all the appropriate TSLOs are in place, this is a quick update of the Pauling to check on the direction of the portfolio. Is the portfolio moving in the right direction? In other words, is the Sector … [Read more]
Bethe Sector BPI Portfolio Review: 5 December 2023
Since the last Bethe update VGT hit the 3% TSLO. In fact all shares of Technology were sold out of the portfolio just yesterday. The sale of VGT leaves Bethe with over $9,000 in cash. What to do with this money is explained later in the … [Read more]
Hawking Portfolio Review: 1 December 2023
The Hawking Portfolio is another portfolio that I haven't reviewed for some time (4 months) - so it's about time for an update. The Hawking is essentially a Buy-And-Hold portfolio built from Closed-End-Funds (CEFs) that doesn't require much … [Read more]
Kahneman-Tversky Portfolio Review: 1 December, 2023
The Kahneman-Tversky (K-T) Portfolio is another simple portfolio that requires very little attention and few adjustments. No adjustments have been made in the past 3 months since the last review on this site. Performance to date looks like … [Read more]
Darwin Portfolio Review: 1 December 2023
The Darwin Portfolio is a portfolio that I try not to adjust too often and it has been 3 months since I last posted a review of this portfolio so it's time to take a look at how it has been performing in that time period. The Darwin Portfolio uses … [Read more]
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