Merry Christmas Kepler is the last portfolio to be reviewed before Christmas.  This data is accurate as of the 23rd.  The owner of this portfolio needed cash during the recent bull market or not the best time to sell assets.  Now the portfolio needs to be replenished over the next few years.  If the volatility […]

When well into this update of the Kepler I realized the portfolio was reviewed only a few days ago.  Since all the screenshots are uploaded I’ll proceed with the update.  Little has changed other than the addition of new cash and the purchase of a few asset classes still out of balance.

  Thanksgiving greetings to Canadians, U.S, readers, and to all those around the world who celebrate Thanksgiving sometime in November. And now to the Kepler update.  This portfolio has been lagging the benchmark for a few years so I moved it over to the Asset Allocation model this spring with the hope a more diversified […]