What to do with a poor performing portfolio? Advice to the owner of the Einstein is to continue to add money to the portfolio and work toward keeping the various asset class close to target. Instead of concentrating on the Internal Rate of Return, focus on the Jensen Alpha and Information Ratio. Einstein Security Holdings The asset allocation model is set up to resist a market draw-down. It … [Read More...]
Rutherford Portfolio Review (Tranche 1): 17 November 2023
After Tuesday's strong breakout to the upside, US Equities calmed down into consolidation mode but ended the week up ~2.5% from last week's close: I think we can say that we have broken out of the downtrend channel that we have experienced over the … [Read more]
Tweaking Sector BPI Plus Investing Model: Part II
Sufficient additions or modifications have occurred since launching the original Sector BPI investment model that it now makes sense to summarize how one manages these portfolios. Here is the step by step process I go through when I review or update … [Read more]
Bullish Percent Indicators: 17 November 2023
Pay close attention to the following tables as there are a few new wrinkles spawned by comments placed in the last BPI blog post. As for recommendations that will impact the Sector BPI Plus portfolios - no changes. No activity is planned for the … [Read more]
Franklin Sector BPI Portfolio Review: 17 November 2023
As we review the Franklin, Technology remains the only overbought sector. With a rather flat market this morning it seems unlikely we will see any other sectors rise to the overbought level when the BPI spreadsheet is updated tomorrow. This is a … [Read more]
Gauss Portfolio Review: 16 November 2023
Gauss is a relatively newcomer to the Sector BPI investing model. It is also one of the portfolios I worked on during the last few weeks of October to purchase the recommended percentage of shares when several sectors were in the oversold zone. … [Read more]
Copernicus Portfolio Update: 14 November 2023
From one of the poorest portfolio performers (Kepler) we now shift to one of the best performers. In addition, no particular skills are needed to manage the Copernicus, the portfolio up for review today. Copernicus is the portfolio I highly … [Read more]
Kepler Sector BPI Portfolio Update: 13 November 2023
During the last two weeks in October I spent a significant amount of time repositioning and rebuilding portfolios into the Sector BPI investing model. Kepler is one such example and I'm not quite there as Materials (VAW) is only half filled based on … [Read more]
Rutherford Portfolio Review (Tranche 4): 10 November 2023
US equity markets started the week quietly but showed more volatility towards the end of the week closing up modestly from last week's close: Although we closed slightly above resistance (and the prior high) at ~4400 we are still within the 2SD … [Read more]
- « Previous Page
- 1
- …
- 97
- 98
- 99
- 100
- 101
- …
- 178
- Next Page »