Kepler is the portfolio up for review this morning and major changes are in the making as readers will see in a moment.  I’m reworking the Investment Quiver for both the Kepler and Einstein in hopes of improving the return for the risk taken.  The Internal Rate of Return (IRR) of the Kepler is not […]

Kepler is the portfolio up for review this morning.  Committed readers of this blog likely noticed that over the past several months I’ve been simplifying most of the portfolios.  When the last performance table was posted three portfolio investment styles stood out.  Investing only in U.S. Equities as modeled by the Copernicus was number one.  […]

Kepler is another portfolio where I am setting up the investment quiver so securities will come close to matching the performance of the S&P 500 while providing some downside protection when bear markets occur.  As readers will see in a moment, this is a period where equities rather than bonds are recommended.

Carson was the portfolio up for review this morning, but the owner withdrew cash and I don’t want to review the portfolio until that transaction is complete.  Therefore, I am moving the Kepler up one day for this update.  The market opened mixed this morning so the changes will rely on the recommendations coming out […]

Unlike the recent Sector BPI portfolio updates, the Kepler is struggling to keep up with the SPY benchmark.  Just last May the Kepler investment quiver was more complicated.  Over the summer I’ve simplified the portfolio in hopes of closing the gap between the Kepler Internal Rate of Return (IRR) and the IRR of the SPY […]

  As promised this Kepler review begins the transition from the Relative Strength model to the Sector BPI Plus model.  I’ve simplified the Investment Quiver as readers will see in a moment. The Investment Account Manager (IAM) only holds end of the month data so the “launch” date for this new model will be October […]