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...]
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]
Pauling Portfolio Review: 26 December 2023
Pauling continues to struggle near the performance bottom of the 15 portfolios I track here on the ITA blog. Pauling is one of the recent accounts moved to the Sector BPI investing model so time is needed to give this style time to show its … [Read more]
Merry Christmas 2023
Merry Christmas … [Read more]
Rutherford Portfolio Review (Tranche 2): 22 December 2023
It was a bit of a rocky week for US equities with a scary drop in prices on Wednesday and poor liquidity as investors/traders focussed on the holidays. However the SPX (S&P 500 Index) still managed to close up close to 1% from last week's close … [Read more]
- « Previous Page
- 1
- …
- 96
- 97
- 98
- 99
- 100
- …
- 182
- Next Page »