Schwab rebalanced the Schrodinger a few days ago which motivated this review. For new readers, the Schrodinger is a Robo Advisor portfolio or one managed by computer. The investor does absolutely nothing other than set up an Intelligent Portfolio with Schwab and then save as much as you can as early as you can. Computers […]
Einstein Sector BPI Portfolio Review: 7 May 2024
Einstein is the Sector BPI portfolio up for review today and there are a few circumstances that impact this account. Readers might raise the question as to why the portfolio holds so much cash. Another event impacting the holdings is solely my mistake and it has to do with missing the buying opportunity for Telecommunications […]
Gauss Sector BPI Portfolio Review: 9 May 2024
With 1.5 year of data, the Gauss portfolio is performing quite well using the Sector BPI model. It appears as if the longer one uses the Sector BPI model the better the performance. Market action during the last few years might be the contributing factor. As I’ve frequently stated, we need to go through a […]
Millikan Sector BPI Portfolio Review: 10 May 2024
The Millikan Sector BPI portfolio is a continuation of support for this particular investing model. This review includes nearly 1.5 years of data so it is not the youngest or the oldest Sector BPI portfolio. Historical data is beginning to build support for this model so readers not using it should take particular notice. The […]
Kepler Sector BPI Portfolio Review: 15 May 2024
Kepler is the Sector BPI portfolio scheduled for review today so we need to check to see if any of the overbought sectors are part of the Kepler. Readers who checked the Forum yesterday were notified of several BPI changes. Notably, Industrial (VIS), Materials (VAW), and Real Estate (VNQ) joined Energy (VDE), Financial (VFH), and […]
Millikan Sector BPI Portfolio Review: 17 May 2024
Millikan is the Sector BPI portfolio up for review. Each update lays down additional history as to the viability of the Sector BPI investing model. As a reader be sure to check out the bottom screenshot to see how the Millikan is contributing to this unique investing model.
Franklin Sector BPI Portfolio Review: 22 May 2024
The Franklin is one of several Sector BPI portfolios using this investment model since late 2022. Thus far the performance is strong and the risk seems to be under control. This morning I checked on the Bullish Percent Indicator (BPI) data and Technology is within a whisker of the overbought zone. As a result I […]
Carson Sector BPI Portfolio Review: 23 May 2024
Carson is the oldest Sector BPI portfolio as well as the top performer employing this particular investing model. One change that took place since the last review is the recent sale of shares of VPU. The Utilities ETF triggered the 3% TSLO set a number of weeks ago. Another “major” sector holding, Technology, moved into […]
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