The Darwin Portfolio is an “all-weather” portfolio that it adjusted, as necessary, on the basis of risk parity. Performance to date looks like this: 0r, in stacked format: The discontinuities in the graphs correspond to allocation adjustments. Despite the weakness over the past few
Hawking Portfolio Review: 4 August 2023
The Hawking Portfolio is a “Buy-and Hold” Income generating portfolio built using Closed End Funds (CEFs) with high distributions. Usually, the only action required is to re-invest the dividends received so as to promote geometric growth. Current Holdings look like this: with performance like this: Over this ~30
Millikan Sector BPI Portfolio Review: 8 August 2023
Yesterday I updated the Carson portfolio, one of several accounts managed using the Sector BPI Plus investing model. This morning the Millikan, another Sector BPI portfolio, is scheduled for an update. Over the last two reviews the Millikan gained slightly on the SPY benchmark, a positive sign for
Franklin Sector BPI Portfolio Review: 10 August 2023
Before completing the review of the Franklin I checked to see if any sectors reached the oversold zone. Not one sector is in this condition so there are no Buy recommendations. The only remaining sector holding is Communications (VOX) as
Copernicus Portfolio Review: 11 August 2023
Copernicus is a portfolio designed to keep pace with the S&P 500. The goal of this portfolio is to use dollar-cost-averaging by purchasing U.S. Equities during good and bad times while never selling unless there is no other choice. Thus far, this investing model is working extremely
Schrodinger Portfolio Review: 11 August 2023
Since the Schrodinger is computer managed and therefore on “automatic pilot” as far as the owner is concerned, updating this portfolio can occur at anytime. Now that we are close to the middle of August, I want to bring all portfolios last updated in July into August updates
Gauss Sector BPI Plus Portfolio Review: 17 August 2023
Gauss is the portfolio up for review this morning. We are approximately eight (8) months into the Sector BPI investing model with the Gauss and thus far the sector approach is working as laid out in the hypothesis last winter. We still need a business cycle or
Millikan Portfolio Review: 23 August 2023
Millikan is another Sector BPI Plus portfolio. This portfolio began as a Dual Momentum™ model portfolio and I shifted it over to the Sector BPI model as the hypothesis seemed to be stronger than the DM approach. More
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