Einstein is the portfolio up for an update this morning. While this is another Sector BPI portfolio, the Einstein has only been using this model a little over four months so it is much too early to have clues as to how well the model is functioning. Cash flows in and out of the portfolio […]
Kepler Sector BPI Portfolio Review: 7 March 2024
You have to pick what you’re going to be worried about. Markets are volatile, but retirement is certain. – Nick Murray As an investing model the Sector BPI approach continues to hold up well when compared to the S&P 500. While the performance data goes back to 12/31/2021 or when the last portfolio was launched, […]
Millikan Sector BPI Portfolio Review: 8 March 2024
I’d compare stock pickers to astrologers, but I don’t want to bad-mouth astrologers. – Professor Eugene F. Fama Millikan is the Sector BPI portfolio scheduled for review this morning. With a modest percentage in cash and the investment quiver honed to a minimum this portfolio is in an excellent operational position for the coming months.
Bullish Percent Indicators: 8 March 2024
Innovation is the ability to see change as an opportunity – not a threat. – Anonymous “In the realm of sector investing, Bullish Percent Indicators (BPI) serve as valuable analytical tools. These indicators help investors gauge the overall sentiment and strength of a particular sector within the market. By tracking BPI, investors can make informed […]
Rutherford Portfolio Review (Tranche 1): 8 March 2024
US Equities continue their climb towards the 5200 level but slowed down a little this week as they approach this potential resistance level: In fact, VTI (representing the US Equity markets) closed down slightly (~-0.2%) on the week and was the poorest performing ETF in the major asset class list: The rotation algorithm being used […]
Franklin Sector BPI Portfolio Review: 11 March 2024
Time is Archimedes’ lever in investing – Charles D. Ellis “In this portfolio review, we focus on analyzing the sector bullish percent indicators within the Franklin investment portfolio. As of 11 March 2024, our assessment reveals the performance and trends exhibited by these indicators. It is crucial to note that the sector bullish percent indicators […]
Huygens Sector BPI Portfolio Review: 12 March 2024
“One quasi strategy that straddles market timing and portfolio tilt is sector rotation.” – Harold Evensky Huygens is the portfolio scheduled for review this morning. As the various ITA portfolios are updated, what should you look for? Instead of glossing over the analysis, take something away from these reviews that you can use to manage […]
Schrodinger Portfolio Review: 13 March 2024
“Performance data represents past performance, and may not reflect future investment returns.” – U.S. Securities and Exchange Commission Schwab’s Intelligent Portfolio, Schrodinger, is up for review this morning. Almost no action took place over the past month, likely due to the cash holding not exceeding 8.0%. Is this sizable percentage in cash holding down performance? […]
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