The Darwin Portfolio is an “all-weather” portfolio that requires few adjustments, based on risk parity, only when allocations get significantly out-of-line. The portfolio holds only 5 assets that may be adjusted for risk parity with an allocation to “Volatility” – considered as a separate asset class – for a little extra diversification. Current holdings are […]
Hawking Portfolio Review: 7 July 2023
The Hawking Portfolio is an “Income” portfolio built from Closed-End-Funds (CEFs) with distribution yields in excess of 8%. The portfolio needs very little maintenance other than to re-invest dividends so as to optimize geometric returns. Current holdings in the portfolio look like this: that has produced the following performance to date: i.e. it has generated […]
Kahneman-Tversky Portfolio Review: 7 July, 2023
The Kahneman-Tversky Portfolio is a simple Dual Momentum portfolio that invests in only one asset in each portion of a 2-split portfolio where the split is based on different look-back periods to measure Momentum. The Kahneman portion uses a single 252-day lookback period to measure momentum – and this reacts slowly to changes in market […]
Copernicus Portfolio Review: 11 July 2023
Now that we are well into July and all second quarter dividends are reported, it is time to update the ITA portfolios and record those dividends. Dividends are in short supply for the Copernicus as this is a growth oriented portfolio, not an income generator. As a growth portfolio June was an excellent month as […]
Pauling Portfolio Review: 12 July 2023
While the Pauling was not scheduled for review today, the large percentage of cash in the portfolio required some attention. This portfolio is either the poorest or next to the poorest performer of all the ITA portfolios. That is another reason to keep on top of this account. I’ve moved the investing model from the […]
Gauss Sector BPI Portfolio Review: 14 July 2023
Gauss is the Sector BPI Plus portfolio up for review this morning. A month or so ago I added a “tweak” to the original Sector BPI model in an effort to patch up what was a likely problem when a sector was sold and then returned to the overbought zone. The patch added several equity […]
Rutherford Portfolio Review (Tranche 3): 14 July 2023
Despite a pullback on Friday it was a bullish week in US equities with prices closing ~2.7% higher than last week’s close and still sitting at the upper 1 SD boundary of the uptrend channel with volatility at it’s lowese level in the past 12 months: Deespite this nice performance, US equities did not make […]
Carson Sector BPI Portfolio Update: 19 July 2023
As the oldest Sector BPI portfolio the Carson is the portfolio to watch if you are at all interested in this unique investing model. Before starting this blog entry I updated the Bullish Percent Indicator data for the different sectors and several are calling for a Sell as the BPI values are overbought. The sectors […]
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