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Kepler Portfolio Review: 23 February 2024

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Normally I do not review individual portfolios on the weekend as markets are closed and if there are any manual risk adjustments advised they cannot be enacted until the market opens next week.  There are two reasons why the Kepler is reviewed this morning. The last review occurred early in February and I wanted to […]

Reworking the Sector BPI Investing Model

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Since the Sector BPI investing model was launched a little over a year ago several tweaks or adjustments have been made to the BPI model.  This blog post explains another adjustment or refinement.  Rather than complicate the model, this version is one of reduction or simplification.  To explain these changes it makes sense to apply […]

Bethe Portfolio Review: 26 February 2024

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The Bethe Portfolio: An Analytical Approach to Sector Investing for Retirement “With retirement planning in mind, the Bethe Portfolio takes an analytical approach to sector investing. By strategically allocating investments across various sectors, this portfolio aims to maximize returns while minimizing risk. It offers a diversified mix of assets specifically tailored to meet long-term retirement […]

Franklin Sector BPI Portfolio Review: 27 February 2024

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Franklin Sector BPI Portfolio Review: 27 February 2024 In this innovative review of the Franklin Sector BPI investment portfolio, we delve into the dynamic world of sector-based investments. Our analysis highlights the potential for growth and reveals the strategic opportunities within each sector. Stay tuned for a comprehensive examination of the Franklin Sector BPI portfolio, […]

Carson Sector BPI Portfolio Review: 29 February 2024

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Carson, the oldest Sector BPI portfolio, is up for review this morning.  As you go through this analysis pay attention to the latest Sector BPI version and don’t pass up the last two screenshots.  The next to last one lays out the performance of the Carson and the very last screenshot shows the Sector BPI […]

Pauling Sector BPI Portfolio Review: 5 March 2024

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Today is the scheduled review for the Pauling, one of the poorest performing ITA portfolios.  Since this portfolio continues to occupy the bottom quartile I am including the Sector Portfolio Report (5th or last screenshot) so readers can witness how the Sector BPI investment strategy is working for a less than stellar portfolio. To read […]

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