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Huygens Portfolio Review: 31 July 2026

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...]

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Portfolio Management

Kahneman-Tversky Portfolio Review: 1 March, 2024

It has been 3 months since I last posted a review of the Kahneman-Tversky (K-T) Portfolio since no adjustments have been called for. The K-T Portfolio is a simple Dual Momentum Portfolio that needs very little attention since we only have a choice of three ETFs from which to choose and we select the one with the highest momentum. Performance of this portfolio over the past 26 months looks like … [Read More...]

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Einstein Portfolio Review: 4 December 2023

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Einstein is another Sector BPI portfolio I'm updating today.  Since no sectors are oversold there are no transitions anticipated.  Several limit orders in place to pick up shares of VOO and one order was struck while writing this blog.  That purchase … [Read more]

Schrodinger Portfolio Review: 1 December 2023

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Are you looking for a portfolio that requires no decisions?  If so, the Schrodinger is for you.  This portfolio was initially set up to answer the question - "Who Will Manage the Family Portfolio When I Die?  The following analysis of this Robo … [Read more]

Pauling Checkup: 30 November 2023

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As one of the poorest performing portfolios, based on Internal Rate of Return (IRR) data, we need to rely on trends to see if the Pauling is improving since the switch was made to the Sector BPI investing model.  Keep in mind the Pauling has only … [Read more]

Kepler Portfolio Review: 29 November 2023

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Kepler is the portfolio up for review today.  Before moving into the analysis, let me explain a mistake I made in purchasing a number of ETFs I mistakenly thought were equal-weight ETFs when in fact they are cap-weighted.  The ETFs in question are … [Read more]

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Portfolios coming up for review.  Millikan, McClintock, Huygens, Bohr, Schrodinger, Bethe, Franklin, and Pauling are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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