Franklin is the Sector BPI portfolio up for review this morning. I moved the Franklin from a Dual Momentum™ style portfolio over to the Sector BPI model last February so we are coming up on a year of operation. Keep this in mind when you look over the Risk Ratios data. Since the most recent […]
Kepler Portfolio Review: 29 November 2023
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 those that begin with the XL ticker letters. To rectify this problem […]
Pauling Checkup: 30 November 2023
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 been using the Sector BPI model for one month […]
Schrodinger Portfolio Review: 1 December 2023
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 Advisor portfolio answers this fundamental question. Schwab refers to these computer managed […]
Rutherford Portfolio Review (Tranche 3): 1 December 2023
Action in US equity markets was pretty muted this week with consolidation just below resistance (and prior pivot high) at ~4600: It will be interesting to see whether Santa can pull us above this resistance zone and towards the all-time highs at ~4810 (~4.5% higher) before the end of the year. Despite the respectable performance […]
Huygens Sector BPI Portfolio Review: 4 December 2023
Even though limited transactions are planned, I am going to walk through a complete analysis of the Huygens as it has been some time since I’ve done so with any of the Sector BPI portfolios. Huygens is new to the Sector BPI investing model so pay attention to trends vs absolute values. The Sector BPI […]
Einstein Portfolio Review: 4 December 2023
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 does not show up in this analysis.
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 an “All-Weather” approach and remains […]
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