It has been nearly two years since the Franklin portfolio began using the Sector BPI investing model. Over this period the portfolio managed to keep pace with the S&P 500 (SPY) index, a major goal for these Sector BPI portfolios. Since the last review shares of VCR and VDC were sold out of the portfolio […]
Einstein Asset Allocation Portfolio Review: 18 October 2024
The investment model used by the Einstein takes me back to the 1960s when I was first learning about investing. The no-profit foundation I was part of for over 30 years used these same principles of Asset Allocation (AA). This AA investment model is advocated by William Bernstein and Richard Ferri, to name just two […]
Bohr Asset Allocation Portfolio: 22 October 2024
The Bohr portfolio is slowly coming into balance according to the Asset Allocation plan. This morning I sold all share of VTI as over 85% of the stocks in VTI are also in VOO. The remaining percentage can be found in VO and VB. These last two ETFs include companies not found in either VTI […]
Carson Sector BPI Portfolio Review: 23 October 2024
Carson is the oldest Sector BPI portfolio with a history of two years. During this period there were a few buy/sell cycles, but insufficient to conclude this investing model merits anything other than “experimental” money. The idea of buying when a sector is oversold and selling when the sector is overbought makes a lot of […]
Kepler Asset Allocation Portfolio Review: 24 October 2024
Kepler is one of several Asset Allocation portfolios using this standard investing model. Like the Einstein, the Kepler was used by the owner to hold assets needed for education. Those withdrawals are over and now it is time to begin adding to the portfolio or at least stabilizing it for future growth. Under the old […]
Gauss Sector BPI Portfolio Review: 25 October 2024
Gauss is one of five portfolios currently using the Sector BPI investing model. The other four are: Carson, Franklin, McClintock, and Millikan. To see how these portfolios are performing, check out this blog post. These five portfolios were launched at different times and are reviewed at different times of the month. These variations reduce the […]
Pauling Asset Allocation Portfolio Review: 25 October 2024
Pauling is new to the Asset Allocation (AA) model as of April of this year. Moving the portfolio to the AA model is a swing back to my historical investing roots. Portfolios such as this one are built to last or operate successfully for years. Of the number of AA portfolios the Pauling is the […]
Rutherford Portfolio Review (Tranche 2): 25 October 2024
It was a relatively quiet week in the US Equity markets with the SPX (S&P500 Index) pulling back a little to retest the support/resistance zone at ~5800: We are still in an uptrend but must wait to see whether we bounce off the support/resistance zone or whether we pull back further towards the bottom of […]
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