The Kahneman-Tversky (K-T) Portfolio is another simple portfolio that requires very little attention and few adjustments. No adjustments have been made in the past 3 months since the last review on this site. Performance to date looks like this: where we can see that we were calm through the tumultuous July 2022 – April 2023 […]
Hawking Portfolio Review: 1 December 2023
The Hawking Portfolio is another portfolio that I haven’t reviewed for some time (4 months) – so it’s about time for an update. The Hawking is essentially a Buy-And-Hold portfolio built from Closed-End-Funds (CEFs) that doesn’t require much attention other than to re-invest dividends every month. Current holdings look like this: and performance, over the […]
Bethe Sector BPI Portfolio Review: 5 December 2023
Since the last Bethe update VGT hit the 3% TSLO. In fact all shares of Technology were sold out of the portfolio just yesterday. The sale of VGT leaves Bethe with over $9,000 in cash. What to do with this money is explained later in the analysis. While it is still eleven months away from […]
Pauling Sector BPI Portfolio Update: 6 December 2023
Since there are no purchase recommendations and all the appropriate TSLOs are in place, this is a quick update of the Pauling to check on the direction of the portfolio. Is the portfolio moving in the right direction? In other words, is the Sector BPI investing model help or hindering the Pauling?
Franklin Sector BPI Portfolio Review: 8 December 2023
This update of the Franklin will be short as only one change is in the offing and that has to do with a single sector (VHT). More on this later. The first thing I did before starting this review was to update all the sector Bullish Percent Indicators (BPI). A complete BPI post will go […]
Rutherford Portfolio Review (Tranche 4): 8 December 2023
It was the second straight week of trading in a narrow (~50 point) range and below the important 4600 level in the S&P 500 US Equity index (SPX) although the index did move slightly through the prior pivot high intra-day on Friday but closed slightly below it: we will wait to see whether Santa can […]
Copernicus Update: 11 December 2023
Next to the Schrodinger portfolio the Copernicus is the easiest to manage. In addition, the Copernicus is the top performer so that tells us something. Keep it simple. With the Schrodinger, all one does is electronically transfer money from a checking account into the broker, Schwab in the case of the Schrodinger, and let their […]
Carson Sector BPI Portfolio Review: 13 December 2023
Wow! What a good day for U.S. Equities. How did the Carson portfolio, one of 13 Sector BPI accounts, perform compared to the S&P 500? When last check the BPI data six sectors were overbought. They are: Financial, Health, Industrial, Technology, Utilities and Real Estate. I don’t think all the BPI data for today is […]
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